Jason Blumstein
Jason Blumstein is a CFA-designated registered investment advisor at Julius Wealth Advisors, LLC, based in Englewood Cliffs, NJ, with 9 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 62 clients with $51M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
For asset management services with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), JWA can negotiate a fee rate that differs from the range set forth above.
Fee Estimator
Location
200 Sylvan Ave, Suite 23A, Englewood Cliffs, NJ, 07632
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Julius Wealth Advisors, LLC
Previous Registrations
Chase Investment Services CORP.
Morgan Stanley & CO., Incorporated
Morgan Stanley
State Registrations5 states
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