JZ
John C. Zerba
5 STAR INVESTING
MILTON FREEWATER, OR 97862
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CRD#: 3114531
JZ
Professional summary
John C Zerba is a registered financial advisor currently at 5 STAR INVESTING located in Milton Freewater, Oregon.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. John has worked at 1 firm and has passed the Series 7 exam.
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.
JOHN C ZERBA CPA
NOT INVESTMENT RELATED
144 S MAIN ST. MILTON FREEWATER, OR 97862
ACCOUNTING, BOOKKEEPING, INCOME TAX PREPARATION
OWNER
APPROXIMATELY 160 HOURS/MONTH
CRS (Client Relationship Summary) - RIA
Click below to view John C Zerba'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®
NoneExperience
Current
December 10, 2010 - Present
5 STAR INVESTING
Office #1: 144 S Main St, Milton Freewater, OR 97862RIA
CRD#: 155479
MILTON FREEWATER, OR
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
Oregon(12/10/2010)
Exams
General Industry/Product Exam
Current Firm
5S
5 STAR INVESTING
5 STAR INVESTING | ZERBA, JOHN C
CRD#: 155479 / SEC#:
Oregon
Registered Investment Advisory firm - (10/29/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
512 N Main, Milton-freewater, OR 97862
Mailing Address
Po Box 68, Milton Freewater, OR 97862
Phone number
(541) 938-6105
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 106 |
| AUM (Assets Under Management) | $ 16,192,519 |
Red Flags
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