Bob Jahelka

DSJ WEALTH MANAGEMENT LLC

Westbury, NY 11590

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CRD#: 2426863

Professional summary

Bob Jahelka is a registered financial advisor currently at DSJ WEALTH MANAGEMENT LLC located in Westbury, New York.

Bob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Bob has worked at 4 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME OF ENTITY: DEMASCO SENA & JAHELKA, LLP TYPE OF BUSINESS: ACCOUNTING FIRM/ACCOUNTING SERVICES POITION/DUTIES: PARTNER/RUN AN ACCOUNTING FIRM AS WELL AS PRACTICE ACCOUNTING. START DATE: 01/01/1993 HRS PER MONTH: 40+ AVERAGE MTHLY COMP: $12,000

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bob Jahelka's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 21, 2022 - Present

DSJ WEALTH MANAGEMENT LLC

Office #1: 1400 Old Country Road Suite 310e, Westbury, NY 11590

RIA

CRD#: 321216

Westbury, NY

Past

October 13, 2005 - June 20, 2011

EQUITABLE ADVISORS, LLC

CRD#: 6627

MASSAPEQUA, NY

Past

November 3, 2004 - August 26, 2005

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

January 1, 1994 - October 27, 1998

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

January 1, 1994 - October 27, 1998

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(9/21/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/3/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/2/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/27/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DSJ WEALTH MANAGEMENT LLC

CRD#: 321216 / SEC#:

New York

Registered Investment Advisory firm - (9/21/2022 Approved)

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Contact information

Main Address

1400 Old Country Road Suite 310e, Westbury, NY 11590

Mailing Address

Phone number

(516) 541-6549

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Bob Jahelka

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bob Jahelka's CRS (Customer Relationship Summary).

Certified licenses

Experience

DSJ WEALTH MANAGEMENT LLC

EQUITABLE ADVISORS, LLC

OSAIC FS, INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/3/2004

Series 7

Date: 11/2/2004

Series 6

Date: 12/27/1993

Current Firm

DSJ WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

DSJ WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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