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Current Employers
J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-02
  • MA RA
    APPROVED
    Since 2026-07-02

Branch Locations

6 Main Street, Westfield, MA 01085 • United States

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • 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
J.W. Cole Financial, Inc. Tampa FL 06/2026 Present
J.W. Cole Advisors, Inc. Tampa FL 06/2026 Present
Edward Jones Fitchburg MA 06/2017 07/2020
Wealyn Llc Bolton MA 03/2015 05/2017
Mass Mutual Life Insurance Company Worcester MA 07/2020 01/2021
Mml Investors Services, Llc Worcester MA 07/2020 01/2021
Cuso Financial Services, Lp San Diego CA 02/2021 05/2025
Workers Credit Union Fitchburg MA 02/2021 06/2026
Lpl Financial Llc Lunenburg MA 05/2025 06/2026
  • 06/2026 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 06/2026 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
  • 06/2017 → 07/2020
    Fitchburg, MA
  • 03/2015 → 05/2017
    Wealyn Llc
    Bolton, MA
  • 07/2020 → 01/2021
    Mass Mutual Life Insurance Company
    Worcester, MA
  • 07/2020 → 01/2021
    Mml Investors Services, Llc
    Worcester, MA
  • 02/2021 → 05/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 02/2021 → 06/2026
    Workers Credit Union
    Fitchburg, MA
  • 05/2025 → 06/2026
    Lunenburg, MA
Previous Registrations
  • 2025-05-15 → 2026-06-12
    Lunenburg, MA
  • 2021-02-09 → 2025-05-15
    Cuso Financial Services, L.P.
    Fitchburg, MA
    Lunenburg, MA
    Chelmsford, MA
  • 2017-09-11 → 2020-07-28
    Fitchburg, MA
    St Louis, MO
    Townsend, MA
    Fitchburg, MA
    Fitchburg, MA
Other Businesses

(1) JWC Wealth Management, LLC; Wealth Management and Financial Planning Services; Investment Related; 6 Main Street, Westfield, MA 01085; Sr. Wealth Advisor; Start 6/2026; 160+ hours/month, 160+ hours/month during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-29
  • S66 Uniform Combined State Law Examination
    2017-07-29
Other Names
  • Paul Joseph Chlebecek
  • Paulie Joseph Chlebecek
  • Paul Chlebecek

View on SEC IAPD

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