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Jason Harold Shulman

SHULMAN DEMEO ASSET MANAGEMENT, LLC·LAKE SUCCESS, New York
Series 6, Series 7, Series 63, Series 6524 years registeredSHULMAN DEMEO ASSET MANAGEMENT, LLC
3000 MARCUS AVENUE, LAKE SUCCESS, NY 11042CRD# 1342056Firm CRD# 142897

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Harold Shulman · LAKE SUCCESS, NY
Registration
CRD #1342056 · SHULMAN DEMEO ASSET MANAGEMENT, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

SHULMAN DEMEO ASSET MANAGEMENT, LLC
Dec 2021 – present
AXA ADVISORS, LLC
Apr 2002 – Jun 2007
LAKE SUCCESS, NY
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · April 11, 2002
Years registered · 24
03

Disclosure History

2006Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
SHULMAN DEMEO ASSET MANAGEMENT, LLC
CRD 142897 · SEC 801-67835
AUM
$679M
Regulatory assets under management
Employees
5
884 client accounts
Services offered by SHULMAN DEMEO ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SHULMAN DEMEO ASSET MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Jason Harold Shulman offer?
Jason Harold Shulman specializes in Financial Planning, Investment Management. Contact their office in LAKE SUCCESS, New York for a consultation.
What are Jason Harold Shulman's credentials?
Jason Harold Shulman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Harold Shulman located?
Jason Harold Shulman is based in LAKE SUCCESS, New York, working with SHULMAN DEMEO ASSET MANAGEMENT, LLC. Their office serves clients in the LAKE SUCCESS metropolitan area and surrounding communities.
How does Jason Harold Shulman charge for services?
Jason Harold Shulman's firm is compensated through percentage of aum, hourly charges, subscription fees, other: wrap fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHULMAN DEMEO ASSET MANAGEMENT, LLC?
SHULMAN DEMEO ASSET MANAGEMENT, LLC has approximately 5 employees and manages $679M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SHULMAN DEMEO ASSET MANAGEMENT, LLC

James Nicholas Demeo
LAKE SUCCESS, NY

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