Jason Marc Blumstein

Jason Marc Blumstein

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Profile

Jason Marc Blumstein is the founder and currently serves as the Chief Executive Officer of Julius Wealth Advisors LLC, which is founded in 2021.
He previously worked as an Equity Research Analyst at JPMorgan Investment Management, Inc. and held the position of Vice President at JPMorgan Chase & Co. in 2012.
He also worked as an Associate Consultant at PricewaterhouseCoopers LLP in 2005 and as a Manager at Morgan Stanley & Co. LLC in 2007.
From 2018 to 2021, he served as the Head of Investments & Business Operations at Satovsky Asset Management LLC.
Blumstein received his undergraduate degree from Lehigh University in 2004.

Jason Marc Blumstein active positions

Former positions of Jason Marc Blumstein

CompaniesPositionEnd
Analyst-Equity 01/09/2018
JPMORGAN CHASE & CO. Corporate Officer/Principal 01/09/2012
Corporate Officer/Principal 01/05/2007
Corporate Officer/Principal 01/05/2005
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Training of Jason Marc Blumstein

Lehigh University Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

100 +

1st degree connections

5

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Female

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Linked companies

Listed companies1
JPMORGAN CHASE & CO.

Finance

Private companies3

Finance

Commercial Services

Finance

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