John Zerba
5 Star Investing · Milton Freewater, Oregon
John Zerba is a fee-only financial advisor at 5 Star Investing in Milton Freewater, Oregon. 5 Star Investing reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | 5 Star Investing |
|---|---|
| Based in | Milton Freewater, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $16.2M across 106 accounts |
| SEC registration | Investment adviser representative in OR · CRD 3114531 |
| Firm size | 1 employee |
| Disclosures | None reported |
How John's firm compares
- 5 Star Investing's average account is about $153,000, from its Form ADV (assets managed divided by 106 accounts).
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Questions about John
Is John Zerba a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and 5 Star Investing reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, 5 Star Investing, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is John Zerba based?
John Zerba is based in Milton Freewater, Oregon.
Is John Zerba registered with the SEC?
Yes. John Zerba is registered as an investment adviser representative in OR (CRD 3114531), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 5 Star Investing manage?
5 Star Investing reports $16.2M across 106 accounts in assets under management.
How do I contact John Zerba?
Contact details aren't on file yet. Search for 5 Star Investing.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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