Stephen Jahelka

DSJ WEALTH MANAGEMENT LLC

Westbury, NY 11590

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CRD#: 7555519

Professional summary

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

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Stephen has worked at 1 firm .

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen 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

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

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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