AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
PC

Paul J. Chlebecek

J. W. COLE ADVISORS
Westfield, MA 01085
Some features on this profile are disabled
CRD#: 6800178
PC
Paul Joseph ChlebecekJ. W. COLE ADVISORS

Professional summary

Paul Joseph Chlebecek, who also goes by Paul Chlebecek, Paulie Joseph Chlebecek, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Westfield, Massachusetts and J.W. COLE FINANCIAL, INC. located in Westfield, Massachusetts.

Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Paul has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

Paul Chlebecek | Paulie Joseph Chlebecek

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Joseph Chlebecek's CRS (Customer Relationship Summary).
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

July 2, 2026 - Present

J. W. COLE ADVISORS, INC.

Office #1: 6 Main Street, Westfield, MA 01085
RIA
CRD#: 112294
Westfield, MA
Current

June 8, 2026 - Present

J.W. COLE FINANCIAL, INC.

Office #1: 6 Main Street, Westfield, MA 01085
BD
CRD#: 124583
WESTFIELD, MA
Past

May 15, 2025 - June 12, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
LUNENBURG, MA
Past

May 15, 2025 - June 12, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
LUNENBURG, MA
Past

February 9, 2021 - May 15, 2025

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
LUNENBURG, MA
Past

February 1, 2021 - May 15, 2025

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
LUNENBURG, MA
Past

July 24, 2020 - February 1, 2021

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
WORCESTER, MA
Past

September 11, 2017 - July 28, 2020

EDWARD JONES

RIA
CRD#: 250
FITCHBURG, MA
Past

July 12, 2017 - July 28, 2020

EDWARD JONES

BD
CRD#: 250
FITCHBURG, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.

CRD#: 112294 / SEC#: 801-60722

RIA
Registered Investment Advisory firm - (11/23/2001 Approved)
Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)
Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(6/8/2026)
RR
Massachusetts
(6/8/2026)
IAR
Massachusetts
(7/2/2026)
RR
New Hampshire
(6/8/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/29/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/12/2017
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.

CRD#: 112294 / SEC#: 801-60722

RIA
Registered Investment Advisory firm - (11/23/2001 Approved)
Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)
Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)
Loading...

Contact information

Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM (3/28/2025)
JWCA 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts29,614
AUM (Assets Under Management)$ 7,195,237,282

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

J. W. COLE ADVISORS, INC.

CRD#: 112294Westfield, MA 01085

TRUST BUT VERIFY

Monitor Paul Chlebecek

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Paul Andrew Kyrimis
Paul KyrimisAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
MOBILE, AL
Jamil Moussa Abdullah
Jamil AbdullahAdvisorCheck Check Mark
FALCON WEALTH PLANNING, INC.
IAR
ONTARIO, CA
RA
Robert ArmendarizAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
SAN ANTONIO, TX
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.