A complete list of active advisors currently associated with DSJ Wealth Management LLC

Warmer can help you find a great advisor at DSJ Wealth Management LLC or one who fits your needs even better.

DSJ Wealth Management offers financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, corporations and qualified employee benefit plans and their fiduciaries. Its retirement plan services include plan design and strategy, investment selection, fiduciary and compliance support, committee consultation and participant education under ERISA engagements. The firm typically allocates client assets to independent third‑party investment managers and conducts initial and ongoing due diligence, retaining discretion to hire or terminate those Independent Managers while generally not supervising their day‑to‑day trading. When advising directly, DSJWM uses a mix of fundamental, technical and cyclical analysis and tailors recommendations to clients’ risk tolerance, time horizon and liquidity constraints. Distinctive features disclosed in the brochure include an affiliation with a related certified public accounting firm (DSJCPA), with shared office arrangements and principal ownership that the firm identifies as a potential conflict of interest. The brochure also emphasizes institutional pension consulting and selection/referral arrangements with Independent Managers—sometimes involving compensation embedded in manager fees—and notes the firm filed for registration in 2022 and currently reports no assets under management.

To learn more about the advisors currently working at DSJ Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Bob Jahelka	Westbury, NY	4
Stephen Jahelka	Westbury, NY	4

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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