Jason Shulman

Q: What is Jason Shulman email address?

Email Jason Shulman at jshulburger@aol.com and jhs@sd-assetmanagement.com. This email is the most updated Jason Shulman email found in 2026.

Q: How to contact Jason Shulman?

To contact Jason Shulman send an email to jshulburger@aol.com or jhs@sd-assetmanagement.com. If you want to call Jason Shulman try calling on +15165286384 and +15166372802. (updated on October 29, 2024)

Managing Partner at Shulman DeMeo Asset Management LLC | New Hyde Park, New York, United States

About Jason Shulman

As the Managing Partner at Shulman DeMeo Asset Management LLC, Jason Shulman plays a pivotal role in steering the firm’s strategic direction and ensuring that clients receive unparalleled financial planning and asset management services. With a focus on high net worth individuals, Jason leverages his extensive expertise in financial planning, estate tax planning, and retirement income strategies to craft tailored solutions that meet the unique needs of each client. Under his leadership, the firm has successfully implemented innovative cash flow forecasting techniques and sophisticated income tax strategies that empower clients to navigate complex financial landscapes with confidence.

Jason’s commitment to personalized service is evident in the firm’s selective approach to client relationships. By maintaining a limited number of clients, he ensures that each relationship is nurtured with the utmost care and attention, allowing for rapid adaptability to changing financial circumstances. His deep understanding of qualified retirement plans and social security optimization further enhances the firm’s ability to provide comprehensive financial planning that aligns with clients’ long-term goals.

In addition to his hands-on management of client portfolios, Jason is actively involved in key projects that drive the firm’s growth and enhance its service offerings. His passion for education and client empowerment is reflected in the firm’s ongoing initiatives to provide clients with the knowledge and tools necessary for informed decision-making. As a thought leader in the asset management industry, Jason Shulman continues to set a high standard for excellence, ensuring that Shulman DeMeo Asset Management LLC remains a trusted partner in wealth management.

Jason Shulman Work

Managing Partner at Shulman DeMeo Asset Management LLC in January 2000 to Present

Owner at Financial Strategy Resources in September 1984 to December 1999

Jason Shulman Skills

Financial Planning

Estate Tax Planning

Social Security

Frequently Asked Questions about Jason Shulman

What is Jason Shulman email address?

Email Jason Shulman at [email protected] and [email protected]. This email is the most updated Jason Shulman email found in 2026.

What is Jason Shulman phone number?

Jason Shulman phone number is +15165286384 and +15166372802.

How to contact Jason Shulman?

To contact Jason Shulman send an email to [email protected] or [email protected]. If you want to call Jason Shulman try calling on +15165286384 and +15166372802. (updated on October 29, 2024)