Paul Joseph Chlebecek

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 06/2026 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 06/2026 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 06/2017 → 07/2020
  Edward Jones
  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
  Lpl Financial Llc
  Lunenburg, MA

Previous Registrations

• 2025-05-15 → 2026-06-12
  Lpl Financial Llc
  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
  Edward Jones
  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

• S66 Uniform Combined State Law Examination
  2017-07-29

Other Names

• Paul Joseph Chlebecek
• Paulie Joseph Chlebecek
• Paul Chlebecek