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Stephen Jahelka

Dsj Wealth Management LLC

Westbury, NY

CRD 7555519

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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:

Current Employers
Dsj Wealth Management Llc

1400 Old Country Road Suite 310E, Westbury, NY 11590 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-09-21
  • NY RA
    APPROVED
    Since 2022-09-21

Branch Locations

1400 Old Country Road Suite 310E, Westbury, NY 11590 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kpmg New York NY 08/2016 11/2019
Demasco Sena & Jahelka Westbury NY 11/2019 Present
Dsj Wealth Management Llc Westbury NY 03/2022 Present
  • 08/2016 → 11/2019
    Kpmg
    New York, NY
  • 11/2019 → Present
    Demasco Sena & Jahelka
    Westbury, NY
  • 03/2022 → Present
    Dsj Wealth Management Llc
    Westbury, NY
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

S&S EQUITY CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

BOB JAHELKA
JAMES MATTHEW BILGER
JASON SCOTT ROGOFF

Nearby Offices

S&S EQUITY CORP. · WESTBURY, NY
THRIVENT INVESTMENT MANAGEMENT INC. · WESTBURY, NY
CETERA INVESTMENT ADVISERS LLC · WESTBURY, NY

More in Westbury, NY

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