John Zeltmann, financial advisor Westfield NJ
93 score

John Zeltmann

CRD Number: 5621804
Current Firm: S.f. Ehrlich Associates, Inc.

John Zeltmann (CRD# 5621804) is an Investment Advisor Representative working at S.f. Ehrlich Associates, Inc. in Westfield, NJ and has over 7 years of experience in the finance industry. John Zeltmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Fxp Advisory Services
Professional Designations
Company Name Location Dates Years
S.f. Ehrlich Associates, Inc. Westfield, NJ Feb 2007 - Nov 2008 1
Tishman New York, NY Nov 2006 - Nov 2008 2
Unemployed - Travelling Asbury, NJ May 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2009
Contact Info for John C. Zeltmann
Phone Number: 908-789-1100
Firm Website:
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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