John J. Bartlett

CFS INVESTMENT ADVISORY SERVICES LLC

Totowa, NJ 07512

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CRD#: 5973991

Professional summary

John Joseph Bartlett, AIF®, CFP® is a registered financial advisor currently at CFS INVESTMENT ADVISORY SERVICES LLC located in Totowa, New Jersey.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. John has worked at 2 firms and has passed the Series 66, SIE and Series 7 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.

1)ANIMAL CROSSFIT, LYNDHURST, NJ. STARTED 11/2013 AS A COACH (VOLUNTEER). SPENDS 7 HRS/WEEKLY, 0 DURING TRADING. 2.CFS INVESTMENT ADVISORY SERVICES LLC, 97 LAACKAWANNA AVE, STE 101, TOTOWA, NJ, 6/2012 AS ADVISORY REP OF A RIA. INV REL - 40/MO - 35/TRADING. 3. Harrisons Bagel Shop, 111 Frank E Rodgers BLVD Harrison NJ 07029. Owner of Restaurant. 8/1/2017. Not investment related, 10/weekly, 0/trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Bartlett's CRS (Customer Relationship Summary).

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: 2013

Experience

Current

December 14, 2015 - Present

CFS INVESTMENT ADVISORY SERVICES LLC

Office #1: 97 Lackawanna Avenue Suite 101, Totowa, NJ 07512

RIA

CRD#: 106577

Totowa, NJ

Past

July 26, 2012 - December 31, 2017

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

TOTOWA, 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".

CFS INVESTMENT ADVISORY SERVICES LLC

CFS COMMON FINANCIAL SENSE | CFS INVESTMENT ADVISORY SERVICES LLC

CRD#: 106577 / SEC#: 801-45064

RIA

Registered Investment Advisory firm - (12/28/1993 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

New Jersey
(12/14/2015)

IAR

New York
(9/15/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/29/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/25/2012

General Securities Representative Examination

Current Firm

CFS INVESTMENT ADVISORY SERVICES LLC

CFS COMMON FINANCIAL SENSE | CFS INVESTMENT ADVISORY SERVICES LLC

CRD#: 106577 / SEC#: 801-45064

RIA

Registered Investment Advisory firm - (12/28/1993 Approved)

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Contact information

Main Address

97 Lackawanna Avenue Suite 101, Totowa, NJ 07512

Mailing Address

Phone number

(973) 826-8800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	3,383
AUM (Assets Under Management)	$ 2,376,592,617

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.

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John J. Bartlett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Bartlett's CRS (Customer Relationship Summary).

Certified licenses

Experience

CFS INVESTMENT ADVISORY SERVICES LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

Primary Firm SEC Registration

CFS INVESTMENT ADVISORY SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/29/2015

SIE

Date: 12/31/2017

Series 7

Date: 7/25/2012

Current Firm

CFS INVESTMENT ADVISORY SERVICES LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CFS INVESTMENT ADVISORY SERVICES LLC

TRUST BUT VERIFY

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