Dsj Wealth Management LLC

Dsj Wealth Management LLC (CRD# 321216) is a financial advisory firm headquartered in Westbury, NY. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1400 Old Country Road, Suite 310e, Westbury, NY 11590
https://dsj.us
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Dsj Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Bob Jahelka, financial advisor Westbury NY
Bob Jahelka
CRD#: 2426863
1400 Old Country Road, Suite 310e, Westbury, NY 11590

Bob Jahelka (CRD# 2426863) is an Investment Advisor Representative working at Dsj Wealth Management LLC in Westbury, NY and has over 19 years of experience in the finance industry.

2
Stephen Jahelka, financial advisor Westbury NY
Stephen Jahelka
CRD#: 7555519
1400 Old Country Road, Suite 310e, Westbury, NY 11590

Stephen Jahelka (CRD# 7555519) is an Investment Advisor Representative working at Dsj Wealth Management LLC in Westbury, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals