Paul J. Chlebecek

J.W. COLE FINANCIAL

WESTFIELD, MA 01085

CRD#: 6800178

Some features on this profile are disabled

Professional summary

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

Paul is registered as a RR (Registered Representative) and started their career in finance in 2017. Paul has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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) - BD

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

June 8, 2026 - Present

J.W. COLE FINANCIAL, INC.

Office #1: 6 Main Street, Westfield, MA 01085

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

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.

CRD#: 42132

LUNENBURG, MA

Past

July 24, 2020 - February 1, 2021

MML INVESTORS SERVICES, LLC

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

CRD#: 250

FITCHBURG, MA

State Registrations and Notice Filings

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

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

Florida
(6/8/2026)

Massachusetts
(6/8/2026)

New Hampshire
(6/8/2026)

Exams

State Security Law Exam

IAR

Series 66

Date: 7/29/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/12/2017

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

J.W. COLE FINANCIAL, INC.

CRD#: 124583 / SEC#: , 8-65698

Broker-Dealer Firm Regulated by FINRA (Florida district office)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634

Mailing Address

4301 Anchor Plaza Parkway 4th Floor, Tampa, FL 33634

Phone number

(813) 935-6776

Established

Florida since 10/14/2002

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
JWC WEALTH PARTNERS	OWNER
FUSSA OCASIO, FERNANDO	CFO/FINOP	2471569
LOFGREN, KURT WALKER	CHIEF COMPLIANCE OFFICER	3048472
PACK, TODD JAMES	CHIEF OPERATING OFFICER	2795590
WEST, EUGENE	DESIGNATED MUNICIPAL PRINCIPAL/ROSFP	2059974
WOOD, ROBERT JULIAN	TREASURER/SECRETARY/GP/CEO	3217809

Disclosures

Regulatory Event	1
Arbitration	1

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.

Similar Advisors

Joseph Benedetti

LPL FINANCIAL LLC

IAR

ST JOHNS, FL

Randy Brickman

PARK AVENUE SECURITIES LLC

IAR

NORTH WOODMERE, NY

Paul Neves

LPL FINANCIAL LLC

IAR

SAN DIEGO, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Paul J. Chlebecek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

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

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

MML INVESTORS SERVICES, LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 7/29/2017

SIE

Date: 10/1/2018

Series 7

Date: 7/12/2017

FINRA

Current Firm

J.W. COLE FINANCIAL, INC.

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

J.W. COLE FINANCIAL, INC.

TRUST BUT VERIFY

Similar Advisors