Bob Jahelka

Employer firm

Dsj Wealth Management LLC CRD 321216

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1993 → Present
  Demasco, Sena & Jahelka Cpas
  Massapequa, NY
• 06/2022 → Present
  Dsj Wealth Management Llc
  Westbury, NY

Other Businesses

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

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-12-03

Designations

• Personal Financial Specialist