John C. Zeltmann
S.F. EHRLICH ASSOCIATES
Cranford, NJ 07016
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CRD#: 5621804
Professional summary
John Craig Zeltmann, CFP® is a registered financial advisor currently at S.F. EHRLICH ASSOCIATES, INC. located in Cranford, New Jersey.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. John has worked at 2 firms and has passed the Series 65 exam.
Biography
John brings with him 10 years of experience in helping people plan for and navigate through the golden years of retirement. He advises clients on how best to invest their financial assets, minimize their risks through the use of globally diversified portfolios and insurance, and minimize their tax bills through effective estate planning and tax deferral strategies.
He lives in Madison, NJ with his wife, Rebecca, and their two children, Ben and Abby.
Question & Answer
What are your service offerings?
Social Security Planning
Estate Planning
Insurance Planning
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
Do you have an area of expertise or specialization?
AUM
Baby Boomers
Cash Flow/Budgets/Credit Issue...
Charitable Giving
College/Education Planning
Corporate Executives
What is your minimum asset requirement?
500K
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.
CRS (Client Relationship Summary) - RIA
Click below to view John Craig Zeltmann'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®
CFP®
Start date: 2011
Experience
Current
July 19, 2016 - Present
S.F. EHRLICH ASSOCIATES, INC.
Office #1: 15 Alden Street Suite 12, Cranford, NJ 07016RIA
CRD#: 121356
Cranford, NJ
Past
March 4, 2009 - July 1, 2016
REGENTATLANTIC
RIA
CRD#: 105995
MORRISTOWN, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SE
S.F. EHRLICH ASSOCIATES, INC.
S.F. EHRLICH ASSOCIATES, INC.
CRD#: 121356 / SEC#: 801-113687
RIA
Registered Investment Advisory firm - (7/26/2018 Approved)Delaware
Registered Investment Advisory firm - (8/6/2018 Terminated)Florida
Registered Investment Advisory firm - (8/3/2018 Terminated)New Jersey
Registered Investment Advisory firm - (8/9/2018 Terminated)New York
Registered Investment Advisory firm - (8/3/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/6/2018 Terminated)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
New Jersey(7/19/2016)
IAR
Texas(9/26/2018)
Current Firm
SE
S.F. EHRLICH ASSOCIATES, INC.
S.F. EHRLICH ASSOCIATES, INC.
CRD#: 121356 / SEC#: 801-113687
RIA
Registered Investment Advisory firm - (7/26/2018 Approved)Delaware
Registered Investment Advisory firm - (8/6/2018 Terminated)Florida
Registered Investment Advisory firm - (8/3/2018 Terminated)New Jersey
Registered Investment Advisory firm - (8/9/2018 Terminated)New York
Registered Investment Advisory firm - (8/3/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/6/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
15 Alden Street Suite 12, Cranford, NJ 07016
Mailing Address
Phone number
(908) 789-1100
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 394 |
| AUM (Assets Under Management) | $ 169,527,505 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2025 | ||
| 11/08/2024 | ||
| 12/11/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
