DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

Paul Joseph Chlebecek

Advisor at J. W. COLE ADVISORS, INC.

Westfield, MA | TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:545ff4c2-715a-3ff6-f2f7-733f3e45bdfd

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 11, 2017 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J. W. COLE ADVISORS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 29, 2017
First registration: Sep 11, 2017
Dual registered: yes, broker-dealer
Other names: Paul Joseph Chlebecek|Paulie Joseph Chlebecek|Paul Chlebecek
IAPD individual key: 6800178

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J. W. COLE ADVISORS, INC.	Bd affiliated wealth	Jul 2, 2026	n/a	yes	Westfield, MA\|TAMPA, FL	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	May 15, 2025	Jun 12, 2026	no	LUNENBURG, MA	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Feb 9, 2021	May 15, 2025	no	FITCHBURG, MA\|LUNENBURG, MA\|CHELMSFORD, MA	Previous registration
EDWARD JONES	National bd RIA	Sep 11, 2017	Jul 28, 2020	no	Fitchburg, MA\|ST LOUIS, MO\|TOWNSEND, MA\|FITCHBURG, MA\|FITCHBURG, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	J. W. COLE ADVISORS, INC.	Jun 12, 2026	Jul 2, 2026	20	Firm change	Ibd to ibd
CUSO FINANCIAL SERVICES, L.P.	LPL FINANCIAL LLC	May 15, 2025	May 15, 2025	0	Bulk transfer	Ibd to ibd
EDWARD JONES	CUSO FINANCIAL SERVICES, L.P.	Jul 28, 2020	Feb 9, 2021	196	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ J. W. COLE ADVISORS, INC.Registered adviserregistration: current employment
Jul 2, 2026 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 15, 2025 to Jun 12, 2026factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Feb 9, 2021 to May 15, 2025factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Sep 11, 2017 to Jul 28, 2020factForm ADV

Dated events

Occurred
Jun 12, 2026
Advisor changed firm
Paul Joseph Chlebecek left Lpl Financial Llc for J. W. Cole Advisors, Inc. (registered 2026-07-02)
Form ADVobserved 5 days ago