Investment adviser representative · Dsj Wealth Management LLC
Bob Jahelka
CRD 2426863 · Westbury, NY
At a glance
Bob Jahelka is an investment adviser representative with Dsj Wealth Management LLC in Westbury, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Bob’s SEC record dates to 2022, about 4 years ago. Designations on file: Personal Financial Specialist.
Current advisory firm
- Dsj Wealth Management LLCSince September 2022Westbury, NY · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- Personal Financial Specialist
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Bob’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.