John Joseph Zerbee

Current Employers

Employment History

• 09/1990 → Present
  C.R. Cashman & Associates
  Altoona, PA
• 07/2001 → 06/2024
  Securities America, Inc.
  Altoona, PA
• 07/2001 → 06/2024
  Securities America Advisors, Inc.
  Altoona, PA
• 06/1998 → Present
  Shaklee Nutritional Products
  Altoona, PA
• 09/2004 → Present
  Cashman Financial Group Inc
  Altoona, PA
• 05/2005 → 07/2017
  Everbank
  Jacksonville, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Altoona, PA

Previous Registrations

• 2001-08-14 → 2024-06-14
  Securities America Advisors, Inc.
  Towanda, PA
  Muncy, PA
  Altoona , PA

Other Businesses

1. THE CASHMAN FINANCIAL GROUP POSITION: agent and broker NATURE: THE CASHMAN FINANCIAL GROUP INC/ INSURANCE --RETIREMENT INCOME - 40% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 67 SECURITIES TRADING HOURS: 67 START DATE: 09/21/2001 ADDRESS: 2322 Broad Ave, Altoona PA 16601 DESCRIPTION: could sell index or variable life insurance and index annuities, life insurance or annuities. 2. VICKI ZERBEE SHAKLEE DISTRIBUTOR POSITION: help sell and market NATURE: SHAKLEE DISTRIBUTOR /SALES OF VITAMINS AND SUPPLEMENTS --DISTRIBUTOR INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/1999 ADDRESS: 505 Elm Lane, Duncansville PA 16635 DESCRIPTION: Is a Nutritional company selling health products. 3. COACH 4 RETIREES POSITION: advisor NATURE: SECURITIES AMERICA ADVISORS, INC. - INVESTMENT ADVISOR REPRESENTATIVE INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/01/2001 ADDRESS: 2322 Broad Ave, Altoona PA 16601 DESCRIPTION: Advise clients on their portfolios. 4. BULL & BEAR INVESTMENT ADVISORY POSITION: advisor NATURE: THE BULL & BEAR INVESTMENT STRATEGIES INC /INVESTMENT SALES --REPRESENTATIVE 20% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/02/2005 ADDRESS: 2322 Broad Ave, Altoona PA 16601, United States DESCRIPTION: Determining when to be and how to be invested for client. 5. THE CASHMAN FINANCIAL GROUP POSITION: agent and broker NATURE: THE CASHMAN FINANCIAL GROUP INC/ INSURANCE --RETIREMENT INCOME - 40% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 67 SECURITIES TRADING HOURS: 67 START DATE: 09/21/2001 ADDRESS: 2322 Broad Ave, Altoona PA 16601, United States DESCRIPTION: could sell index or variable life insurance and index annuities, life insurance or annuities. 6. COACH 4 RETIREES POSITION: advisor NATURE: Osaicwealth, INC. - INVESTMENT ADVISOR REPRESENTATIVE - INVESTMENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/01/2001 ADDRESS: 2322 Broad Ave, Altoona PA 16601, United States DESCRIPTION: Advise clients on their portfolios.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-28
• S63 Uniform Securities Agent State Law Examination
  1991-09-17

Other Names

• John Zerbee