RS
Rebecca Salabsky
J. W. COLE ADVISORS
BETHLEHEM, PA 18020
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CRD#: 7886024
RS
Professional summary
Rebecca Salabsky, who also goes by Rebecca Lynn Loveatz, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Bethlehem, Pennsylvania and J.W. COLE FINANCIAL, INC. located in Bethlehem, Pennsylvania.
Rebecca is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Rebecca has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rebecca Lynn Loveatz
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.
(1) Fixed Insurance Sales; Not investment Related; 2571 Baglyos Circle, Bethlehem, PA 18020; Insurance Sales; Agent; Start 1/28/25; 20 hours/month, 20 hours/month during trading. (2) Comprehensive Wealth Strategies; DBA; Investment Related; 2571 Baglyos Circle, Bethlehem, PA 18020; Agent; Sales; Start 1/28/2025; 20 hours/month, 20 hours/month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Rebecca Salabsky'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®
NoneExperience
Current
April 15, 2025 - Present
J. W. COLE ADVISORS, INC.
Office #1: 2571 Baglyos Circle Unit B-27, Bethlehem, PA 18020RIA
CRD#: 112294
BETHLEHEM, PA
Current
April 15, 2025 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 2571 Baglyos Circle Unit B-27, Bethlehem, PA 18020BD
CRD#: 124583
Bethlehem, PA
Past
June 25, 2024 - November 19, 2024
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
CENTER VALLEY, PA
Past
April 19, 2024 - November 19, 2024
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
CENTER VALLEY, PA
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
Pennsylvania(4/15/2025)
IAR
Pennsylvania(4/15/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/19/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 29,614 |
| AUM (Assets Under Management) | $ 7,195,237,282 |
Red Flags
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Company Information
J. W. COLE ADVISORS, INC.
CRD#: 112294Bethlehem, PA 18020TRUST BUT VERIFY
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