Jason Blumstein
Jason Blumstein is a CFA-designated registered investment advisor at Julius Wealth Advisors, LLC, based in Englewood Cliffs, NJ, with 10 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 5 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% |
Fees are negotiable at the firm's discretion. The firm may offset investment advisory fees based on amounts previously paid for financial planning.
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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