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Jonathon Paul Zetlmaier

Jonathon P. Zetlmaier

ZETLMAIER WEALTH MANAGEMENT
Seattle, WA 98101
CRD#: 2945086
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Jonathon Paul Zetlmaier
Jonathon Paul ZetlmaierZETLMAIER WEALTH MANAGEMENT

Professional summary

Jonathon Paul Zetlmaier, AIF®, CFP® is a registered financial advisor currently at ZETLMAIER WEALTH MANAGEMENT LLC located in Seattle, Washington.

Jonathon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jonathon has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 52 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathon Paul Zetlmaier's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2009

Experience

Current

April 2, 2024 - Present

ZETLMAIER WEALTH MANAGEMENT LLC

Office #1: 1420 5th Ave Suite 2200, Seattle, WA 98101
RIA
CRD#: 327128
Seattle, WA
Past

August 24, 2011 - April 2, 2024

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
SEATTLE, WA
Past

July 22, 2011 - April 2, 2024

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
SEATTLE, WA
Past

December 5, 2006 - July 18, 2011

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA
CRD#: 142373
COLUMBUS, OH
Past

May 18, 2006 - December 5, 2006

NATIONWIDE INVESTMENT SERVICES CORPORATION

RIA
CRD#: 7110
SACRAMENTO, CA
Past

June 11, 2003 - July 18, 2011

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH
Past

December 17, 2001 - June 10, 2003

MISSIONSQUARE WEALTH MANAGEMENT

BD
CRD#: 23189
WASHINGTON, DC
Past

July 10, 2000 - June 6, 2001

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

September 24, 1997 - August 20, 1999

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(5/10/2024)
IAR
Washington
(4/2/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/15/2006
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/29/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/20/1998
General Securities Representative Examination
General Industry/Product Exam
RR
Series 52
Date: 9/15/1997
Municipal Securities Representative Examination

Current Firm

ZW
ZETLMAIER WEALTH MANAGEMENT LLC
ZETLMAIER WEALTH MANAGEMENT LLC | ZETLMAIER, JONATHON PAUL

CRD#: 327128 / SEC#:

Texas
Registered Investment Advisory firm - (5/9/2024 Conditional Restricted)
Washington
Registered Investment Advisory firm - (4/2/2024 Approved)
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Contact information

Main Address
1420 5th Ave Suite 2200, Seattle, WA 98101
Mailing Address
Phone number
(206) 235-6538
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts116
AUM (Assets Under Management)$ 44,300,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ZETLMAIER WEALTH MANAGEMENT LLC

CRD#: 327128Seattle, WA 98101

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