Julius Wealth Advisors, LLC

Julius Wealth Advisors, LLC (CRD# 316741) is a financial advisory firm headquartered in Englewood Cliffs, NJ. They manage $28,685,564 in 123 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
200 Sylvan Ave, Suite 23a, Englewood Cliffs, NJ 07632
https://www.facebook.com/julius-wealth-advisors-llc-103071705530308
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $233,216
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, NY, TX

Financial Advisors at Julius Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jason Blumstein, financial advisor Englewood Cliffs NJ
Jason Blumstein
CRD#: 4964191
200 Sylvan Ave, Suite 23a, Englewood Cliffs, NJ 07632

Jason Blumstein (CRD# 4964191) is an Investment Advisor Representative working at Julius Wealth Advisors, LLC in Englewood Cliffs, NJ and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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