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John Erik Zahner

Edward Jones

South Windsor, CT

CRD 3126857

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-17
CT RA APPROVED 2007-02-06
  • TX RA
    APPROVED_RES
    Since 2019-01-17
  • CT RA
    APPROVED
    Since 2007-02-06

Branch Locations

263 Oakland Road, South Windsor, CT 06074 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward D. Jones & Co., L.P. South Windsor CT 08/1998 Present
  • 08/1998 → Present
    Edward D. Jones & Co., L.P.
    South Windsor, CT
Other Businesses

Ellington Ridge Country Club Type of business: 1 share (private) in a county club Ellington, CT Start date: 1/1/1997 LPT Hours per week: 0 Hours during trading: 0 BRIEF_DESCRIPTION: Boyne Ranch LLC Springbrook Farms DBA Type of business: Event Venue Boyne Falls, MI Start date: 6/1/2020 Venue Coordinator Hours per week: 5 Hours during trading: 0 website management, booking events, assisting on site during weekend events South Windsor Volunteer Fire Department South Windsor, CT Start date: 12/1/2010 Board of Fire Commissioner Hours per week: 0 Hours during trading: 0 board position

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-26
S63 Uniform Securities Agent State Law Examination 1998-11-06
  • S66 Uniform Combined State Law Examination
    2007-01-26
  • S63 Uniform Securities Agent State Law Examination
    1998-11-06

View on SEC IAPD

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