Jason Blumstein, Cfa Email & Phone Number

I founded Julius Wealth Advisors with a mission: to empower individuals and families to build wealth by choice, not chance. Inspired by my grandfather Julius, who taught me the transformative power of financial literacy, I combine personal insight with over a decade of experience at firms like PricewaterhouseCoopers, Morgan Stanley, and JP Morgan.At Julius Wealth Advisors, we don’t just manage wealth—we coach, guide, and collaborate with our clients every step of the way, offering highly personalized strategies rooted in integrity, knowledge, and passion. Together, we craft wealth-building game plans designed to help create financial security and generational wealth.Ready to elevate your financial future? Let’s connect!

The Big Bo $how is a podcast for those who want to build wealth by choice not chance. My mission is to enhance financial literacy and make wealth creation both relatable and achievable.I combine my three passions—finance, football, and food—to present financial topics in an engaging, accessible way. Each episode breaks down complex concepts into practical insights that listeners can apply in their own lives. Whether it’s investment strategies, financial planning, or understanding money behavior, the $how makes wealth-building informative and fun.New episodes drop monthly. Let’s make wealth-building an exciting journey for everyone!Catch The Big Bo $how on Apple Podcasts, YouTube, and Spotify.

Authored a monthly column on wealth, investing, financial planning, and behavioral finance, aimed at empowering individuals to make informed decisions and live their best financial lives.

New York, New York, United States

In my role as Head of Investments and Business Operations, I oversaw the firm’s investment strategies, business operations, and client relationships, driving significant growth and enhancing client satisfaction. I worked closely with the CEO & Founder to lead strategic initiatives and improve overall performance.🔹 Led the firm to 50% growth, increasing the annual revenue run rate by approximately $2M through strong investment performance and the acquisition of net new assets, following four years of stagnant growth prior to my joining.🔹 Revamped the firm’s investment performance, consistently outperforming benchmarks each year by establishing a new investment philosophy, generating innovative ideas, and sourcing high-value opportunities.🔹 Spearheaded the development of a client-centered financial planning process, aligning financial strategies with client goals and needs—leading to enhanced client satisfaction and retention.🔹 Managed over 50% of the firm’s client relationships, delivering personalized, goal-based financial planning and wealth management solutions, which resulted in stronger client engagement, long-term loyalty, and increased referrals.

As a generalist analyst on JP Morgan's Small Cap Equity team, I was part of a collective team managing over $10B AUM across three investment products: Small Cap Core, Microcap, and SMID Cap Core, through mutual funds, UCITS, and separate accounts.Key Achievements:🔹 Contributed to the management of the JP Morgan Small Cap Active Core Equity Strategy (VSEIX), a fund rated 5 Stars by Morningstar, with $5B+ AUM.🔹Held analytical responsibility for 25+ portfolio companies, representing approximately 25% of AUM, consistently identifying new investment opportunities.🔹 Accountable for sector-specific investment decisions in Consumer Staples, Materials, Energy, Utilities, and parts of Consumer Discretionary sectors, ensuring strategic portfolio allocation.🔹 Led analysis on key portfolio investments in the medical packaging and general industrial sectors, driving high-value investment decisions that contributed to overall portfolio performance.

During my time at JP Morgan Chase, I played an integral role in the development and management of multi-asset portfolios and investment products, contributing to significant growth in assets under management (AUM) and refining portfolio strategies for long-term performance.🔹 Co-developed JP Morgan Chase’s Unified Managed Account (UMA) investment product, growing portfolios from inception to over $22B in AUM.🔹 Led U.S. Equity Manager Research & Due Diligence, analyzing large, mid, small-cap, and alternative portfolio managers for two investment platforms managing $30B+ in AUM.🔹 Provided secondary coverage for fixed income products, including short, core, and high-yield strategies, to ensure balanced portfolio construction.🔹 Constructed and managed discretionary multi-asset model portfolios using excess return correlation, active risk vs. return management, and risk-adjusted return analysis to maximize client outcomes.🔹 Authored and presented investment proposals to the investment board, detailing risk/reward assessments, soundness of investment processes, and risk management strategies to guide decisions.🔹 Collaborated with top-tier buy-side portfolio managers and analysts to enhance portfolio construction, equity research, and valuation methodologies.🔹 Launched an investment development program that educated investment specialists and advisors, improving their knowledge of the firm’s product offerings and portfolio strategies.

As a key member of Morgan Stanley’s Unified Managed Account (UMA) management team, I played a pivotal role in expanding the platform and ensuring optimal client outcomes through strategic portfolio development and risk management.🔹 Contributed to the growth of Morgan Stanley’s UMA platform, expanding AUM from $4B to $11B during my tenure.🔹 Collaborated with money management firms to implement and analyze model-driven portfolios, ensuring alignment with client needs and strategic objectives.🔹 Partnered with senior high-net-worth wealth advisors to implement strategic allocation of client funds, utilizing risk-return analysis and tax efficiency strategies to optimize portfolios.🔹 Accountable for the execution, monitoring, and risk management of all trades within the platform, overseeing a daily inception run rate of $20M.

As a consultant in PwC's Dispute Analysis & Investigations practice, I provided financial analysis and advisory support to firms involved in high-stakes corporate litigation, ensuring compliance, transparency, and strategic insights.🔹 Advised legal counsel on a Sarbanes-Oxley Section 806 “whistleblower” case involving TXU Corporation, conducting competitor analysis in the Energy Services industry and reviewing deposition transcripts, which contributed to a favorable defense strategy.🔹 Played a critical role in supporting PwC’s audit division by analyzing and restating American International Group, Inc.’s (AIG) financial transactions from 2000-2004, ensuring accuracy and compliance for the conglomerate.🔹 Tested internal controls related to cash management, consumer and commercial lending, and fixed assets for high-profile clients such as Safeway, Inc., Interpublic Group of Companies, Inc., and BankAtlantic Bancorp, Inc., enhancing operational efficiency and mitigating risk for multi-billion-dollar organizations.🔹 Produced detailed financial reports and analyses that helped corporate clients better navigate legal and regulatory challenges, protecting their interests and mitigating financial risk.