Jason Blumstein
Julius Wealth Advisors · Englewood Cliffs, New Jersey
Jason Blumstein is a fee-only financial advisor at Julius Wealth Advisors in Englewood Cliffs, New Jersey, who holds the CFA credential. Jason focuses on tax planning, estate & legacy planning and small business owners. Julius Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- HENRY (High Earners, Not Rich Yet)
Facts
| Firm | Julius Wealth Advisors |
|---|---|
| Based in | Englewood Cliffs, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Assets under management | $50.7M across 195 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, FL, NJ, NY, TX · CRD 4964191 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.juliuswealthadvisors.com |
| Profile |
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Questions about Jason
Is Jason Blumstein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Julius Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Julius Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Jason work with clients virtually?
Yes. Julius Wealth Advisors says on its website that it works with clients remotely.
Where is Jason Blumstein based?
Jason Blumstein is based in Englewood Cliffs, New Jersey.
What does Jason specialize in?
Jason's specialties include tax planning, estate & legacy planning and small business owners. Jason works with high earners and HENRY (High Earners, Not Rich Yet).
What credentials does Jason Blumstein hold?
Jason Blumstein holds the CFA credential.
Is Jason Blumstein registered with the SEC?
Yes. Jason Blumstein is registered as an investment adviser representative in CA, FL, NJ, NY and TX (CRD 4964191), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Julius Wealth Advisors manage?
Julius Wealth Advisors reports $50.7M across 195 accounts in assets under management.
How do I contact Jason Blumstein?
Through Jason's website, www.juliuswealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Julius Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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