John Zeltmann has been President, Secretary, Treasurer (12/2023) and Chief Compliance Officer of S.F. Ehrlich Associates since July 2017, is a control person of the firm and directly owns 75% or more of it. John Zeltmann studied School of Hotel Administration at Cornell University.
S.F. Ehrlich Associates, Inc. is a Cranford, NJ firm with $186M under management, 117 clients and 2 advisers in one office, as of its February 2026 filing.
John Zeltmann is President and CEO of S.F. Ehrlich Associates, Inc., based in Cranford, NJ. He joined the firm in 2016 after eight years with a large financial planning firm, where he advised clients on financial planning and investment matters and served on the investment committee. Before entering financial planning, he worked in New York City as a financial analyst for a national real estate development company.
John Zeltmann’s longest registration is the current one, 10 years at S.F. Ehrlich Associates since 2016. Before joining S.F. Ehrlich Associates in 2016, John Zeltmann was registered through Regentatlantic.
- – present · 10 yearsCranford, NJ · Adviser representative · Firm CRD 121356
- Regentatlantic– · 7 yearsMorristown, NJ · Adviser representative · Firm CRD 105995
Professional designations
Listed by S.F. Ehrlich Associates
- CFP®
- CFA
Investment adviser representative registrations
John Zeltmann is registered as an investment adviser representative in 2 states. The first approvals date from July 2016; the most recent is Texas, in September 2018.
- New JerseySince 19 July 2016
- TexasSince 26 September 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 March 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- John Craig Zeltmann
- CRD
- 5621804
- Firm
- S.F. Ehrlich Associates · CRD 121356
- Role
- President, Secretary, Treasurer (12/2023) and Chief Compliance Officer
- Office
- 15 ALDEN STREET, SUITE 12, Cranford, NJ 07016
- Registration
- Investment adviser registration
- In the industry since
- March 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sfehrlich.com
Where does John Zeltmann work?
John Zeltmann has been President, Secretary, Treasurer (12/2023) and Chief Compliance Officer of S.F. Ehrlich Associates, Inc. since July 2017, and is a control person of the firm.
Is John Zeltmann a financial advisor?
Yes. John Zeltmann has a current investment-adviser registration in New Jersey and Texas, through S.F. Ehrlich Associates since July 2016.
How many years of experience does John Zeltmann have?
John Zeltmann has 17 years in the financial industry, since March 2009, across 2 adviser firms.
What exams has John Zeltmann passed?
John Zeltmann passed the Series 65 in March 2009.
Where did John Zeltmann work before S.F. Ehrlich Associates?
Before S.F. Ehrlich Associates, John Zeltmann was registered through Regentatlantic, March 2009 to July 2016.
Where is John Zeltmann based?
John Zeltmann’s registered office is in Cranford, NJ.
Is John Zeltmann registered with FINRA?
No. John Zeltmann has no current broker registration.
Is John Zeltmann a CFP?
S.F. Ehrlich Associates lists John Zeltmann with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Is John Zeltmann a CFA charterholder?
S.F. Ehrlich Associates lists John Zeltmann with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify John Zeltmann’s record?
Search CRD 5621804 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Zeltmann’s full registration record.