Investment adviser representative · Julius Wealth Advisors, LLC
Jason Blumstein
CRD 4964191 · Englewood Cliffs, NJ
At a glance
Jason Blumstein is an investment adviser representative with Julius Wealth Advisors, LLC in Englewood Cliffs, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jason’s SEC record dates to 2006, about 20 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Julius Wealth Advisors, LLCSince October 2021Englewood Cliffs, NJ · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 5 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jason’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.