JE
Jodi M. Ehrlich
RMR WEALTH BUILDERS
APACHE JUNCTION, AZ 85120
Some features on this profile are disabled
CRD#: 5715017
JE
Professional summary
Jodi M Ehrlich, who also goes by Jodi Ehrlich, Jodi M Nine, is a registered financial advisor currently at RMR WEALTH BUILDERS, INC. located in Apache Junction, Arizona.
Jodi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jodi has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jodi Ehrlich | Jodi M Nine
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.
No. 1) Name of Business: Los Compenaros LLC. Non-Investment related. Address: 280 Phelps Dr., Apache Junction, AZ 85220. Nature of Business: Commercial Real Estate Investment. Position/Title/Relationship: Owner. Hours per month: 30. Hours per month during Securities trading hours: 5. Duties/Responsibilities: Treasurer. No. 2) Name of Business: Los Gringos Locos Inc. Non-Investment related. Address: 280 Phelps Dr., Apache Junction, AZ 85220. Nature of Business: Mexican Food Restaurant. Position/Title/Relationship: Owner. Hours per month: 72. Hours per month during Securities trading hours: 10. Duties/Responsibilities: Treasurer and partial Owner. No. 3) Name of Business: TPG Tax & Accounting PC. Non-Investment related. Address: 115 North Apache Trail, Suite A, Apache Junction, AZ 85120. Nature of Business: CPA Firm. Position/Title/Relationship: Owner. Hours per month: 470. Hours per month during Securities trading hours: 70. Duties/Responsibilities: CPA; Act as power of attorney for select clients with regard to representation before the IRS. No. 4) Name of Business: Double Entry LLC. Non-Investment related. Address: 212 W Superstition Blvd., Apache Junction, AZ 85120. Nature of Business: Rental Properties. Position/Title/Relationship: Partner. Hours per month: 30. Hours per month during Securities trading hours: 5. Duties/Responsibilities: Managing Renting of Properties. No. 5) Name of Business: Lost Dutchman Marathon. Non-Investment related. Address: PO Box 6417, Apache Junction, AZ 85178. Nature of Business: Non-profit Organization. Position/Title/Relationship: Director. Hours per month: 20. Hours per month during Securities trading hours: 3. Duties/Responsibilities: Board member - Trophies/Awards. No. 6) Name of Business: Apache Junction Unified School District. Non-Investment related. Address: 1575 W Southern Avenue, Apache Junction, AZ 85120. Nature of Business: School Board. Position/Title/Relationship: Director. Hours per month: 30. Hours per month during Securities trading hours: 5. Duties/Responsibilities: On the board of directors.
CRS (Client Relationship Summary) - RIA
Click below to view Jodi M Ehrlich'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
November 18, 2020 - Present
RMR WEALTH BUILDERS, INC.
Office #1: 115 N. Apache Trail Suite A, Apache Junction, AZ 85120RIA
CRD#: 169005
APACHE JUNCTION, AZ
Past
October 17, 2012 - January 2, 2023
CALTON & ASSOCIATES, INC.
RIA
CRD#: 20999
Montclair, NJ
Past
August 31, 2012 - January 2, 2023
CALTON & ASSOCIATES, INC.
BD
CRD#: 20999
Montclair, NJ
Past
March 3, 2010 - September 4, 2012
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
SCOTTSDALE, AZ
Past
December 10, 2009 - September 4, 2012
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
SCOTTSDALE, AZ
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".
RW
RMR WEALTH BUILDERS, INC.
RMR WEALTH BUILDERS, INC | RUSSO JR, JOSEPH JAMES | RMR WEALTH BUILDERS, INC.
CRD#: 169005 / SEC#: 801-80404
RIA
Registered Investment Advisory firm - (10/14/2014 Approved)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
Arizona(11/24/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
RW
RMR WEALTH BUILDERS, INC.
RMR WEALTH BUILDERS, INC | RUSSO JR, JOSEPH JAMES | RMR WEALTH BUILDERS, INC.
CRD#: 169005 / SEC#: 801-80404
RIA
Registered Investment Advisory firm - (10/14/2014 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
111 Grove Street Suite 203, Montclair, NJ 07042
Mailing Address
Phone number
(201) 836-2460
Established
Firm type
Fiscal year end
# of Employees
49
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,428 |
| AUM (Assets Under Management) | $ 2,199,565,329 |
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.
