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Jason B
CFA®, Series 66
Englewood Cliffs, NJ
Julius Wealth Advisors, LLC
Jason Blumstein is a CFA® charterholder with nine years of industry experience. He is the sole advisor at Julius Wealth Advisors, LLC, an independent firm he joined in 2021 after roles at Satovsky Asset Management and J.P. Morgan Chase & Co. Julius Wealth Advisors provides financial planning, investment management, behavioral coaching, and retirement plan consulting to a diverse client base including individuals, trusts, charitable organizations, and pension plans. The firm follows a goals-based, tax-aware investment approach that emphasizes lower costs, long-term holdings, and factor tilts, integrating behavioral coaching to support client decision-making.
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