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RIA / WealthAdvisorChartered Financial Analyst20 years in industry

Jason Blumstein

Advisor at JULIUS WEALTH ADVISORS, LLC

ENGLEWOOD CLIFFS, NJ

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Search this name across graphsid dfx:ria:dd45ed70-c2a4-ce25-6fa8-70926df11760

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 16, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JULIUS WEALTH ADVISORS, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 9, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 5
Designations: Chartered Financial Analyst
Exams: S66
First exam: Aug 9, 2006
First registration: Aug 16, 2006
Dual registered: no
Other names: JASON MARC BLUMSTEIN
IAPD individual key: 4964191

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JULIUS WEALTH ADVISORS, LLC	State registered	Oct 7, 2021	n/a	yes	ENGLEWOOD CLIFFS, NJ	Current employment
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jun 8, 2007	Sep 29, 2011	no	NEW YORK, NY\|NEW YORK, NY	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jul 2, 2007	no	NEW YORK, NY	Previous registration
MORGAN STANLEY DW INC.	n/a	Aug 16, 2006	Apr 2, 2007	no	PURCHASE, NY\|PURCHASE, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHASE INVESTMENT SERVICES CORP.	JULIUS WEALTH ADVISORS, LLC	Sep 29, 2011	Oct 7, 2021	3,661	Firm change after gap	Other
MORGAN STANLEY & CO. LLC	CHASE INVESTMENT SERVICES CORP.	Jul 2, 2007	Jun 8, 2007	-24	Firm change	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Relationships

Registered with (4)

→ JULIUS WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Oct 7, 2021 to presentfactForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jun 8, 2007 to Sep 29, 2011factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jul 2, 2007factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Aug 16, 2006 to Apr 2, 2007factForm ADV

Dated events

No dated event names this entity yet.