Our Mission

Empowering people to live their best financial lives, while fostering an ecosystem of integrity, knowledge, and passion!

Take your first step to be empowered to live your best financial life!

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About Us

Growing up, Jason Blumstein had become accustomed to a life of financial struggle and frustration. His grandfather, Julius, took the time to teach him the difference financial literacy can make. Since then, Jason has Julius to thank for pulling him out of the mud, and pushing him to become educated, empowered, and independent.

Client Centered

We want Julius Wealth Advisors to do the same for you.

At Julius Wealth Advisors, we are committed to continuing the legacy of literacy and learning. Advising is more than telling clients what to do - it is teaching them how to do it. Our emphasis on client education is founded on the fact that we’ve seen it’s benefits first hand. Our lives, and our firm, are built by the tools wise friends and family members have passed down to us. Our passion is to pass these tools unto you. 

When you come to Julius Wealth Advisors, you will not only receive advice - but a  long-term meaningful relationship based on trust, education, and communication. We will make sure you understand the concepts and conversations that surround your wealth, so that you can feel confident in the way we manage with you.

Our Founder

Jason Blumstein, CFA® | Julius Wealth Advisors | Financial Advisor, Englewood, NJ

Jason Blumstein, CEO, and Founder of Julius Wealth Advisors was a first-hand witness to the struggles and frustrations of financial instability throughout his childhood.

At ten years old, Jason watched Julius - his grandfather - click off of the cartoons and turn on CNBC. From there, Julius taught Jason everything he could about finance - from fractions to owning his first businesses (5 shares of Pepsi and 5 shares of Goodyear Tires). The passion he has today is a direct consequence of the financial education he received in those early years. If not for his grandfather, and the lessons he learned because of him, it is unlikely that Jason would have ever experienced the safety of secure wealth.

That is why he is committed to continuing the legacy of Julius through Julius Wealth Advisors - educating and empowering people to live their best financial lives!

He has worked hard in his adult life to gain as many skills as possible to pass down to his clients. Jason was awarded a full-football scholarship to attend Lehigh University, where he received a Bachelor of Science in Finance and a Minor in Communication. After graduating, Jason has worked for:

  •  PriceWaterhouseCoopers
    • Rolled-out initial Sarbanes-Oxley initiatives, creating and testing internal controls for Fortune 500 companies, such as: Safeway, Inc. (SWY) and Interpublic Group of Companies, Inc. (IPG)
    • Member of the Dispute Analysis and Investigation practice which advisedfirms in corporate litigation matters
  • Morgan Stanley
    • Hired as a key member of Morgan Stanley’s Unified Managed Account (UMA) product management team, an industry first wealth management platform
    • Jason helped to grow the platform from $4B to $11B in AUM during his tenure
  • J.P. Morgan Chase & Co.
    • Equity analyst on the Small Cap Equity team, which he helped grow from $4B to over $10B during his tenure, including the JP Morgan Small Cap Equity Fund, a Morningstar five-star rated fund
    • Developed Chase Wealth Management’s Unified Managed Account (UMA) wealth management platform which he helped to build and manage the portfolios from infancy to over $22B in assets under management
  • Satovsky Asset Management
    • Developed the firm’s investment process and helped to properly tie clients portfolio objectives to their long-term goals 
    • Grew the firm by 50% through leading the investments, operations, and overall business strategies

Jason is a holder of the right to use the Chartered Financial Analyst® designation - the CFA® designation is globally recognized and attests to charter holder's success in a rigorous and comprehensive study program in the field of investment management and research analysis.

Today, he lives with his wife and two children in New Jersey where he enjoys life’s three F’s: finance, food, and football. Cooking and watching the game are his two outside passions, but he still finds a way to combine them with business through his dream of opening his own restaurant one day: Big Bo’s SmokeHouse. 

 

Schedule time to meet with our Founder, and take your first step to live your best financial life!


Meet with "The 10 Year-Old Investor"

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