Unclaimed Profile

Jacob Lee Zollman

CHURCHILL FINANCIAL ADVISORS, LLC·LOUISVILLE, Kentucky

SIE, Series 7, Series 24, Series 63, Series 65, Series 99TOCFP CFAClean record15 years registeredCHURCHILL FINANCIAL ADVISORS, LLC

312 WHITTINGTON PARKWAY, LOUISVILLE, KY 40222-4925CRD# 5800295Firm CRD# 333071

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jacob Lee Zollman · LOUISVILLE, KY

Registration

CRD #5800295 · CHURCHILL FINANCIAL ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

CHURCHILL FINANCIAL ADVISORS, LLC

Jan 2025 – present

CHURCHILL FINANCIAL, LLC

Feb 2011 – Jan 2025

LOUISVILLE, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · February 18, 2011

Years registered · 15

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHURCHILL FINANCIAL ADVISORS, LLC

CRD 333071 · SEC 801-131738

Employees

Total firm employees

Services offered by CHURCHILL FINANCIAL ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CHURCHILL FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jacob Lee Zollman offer?

Jacob Lee Zollman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LOUISVILLE, Kentucky for a consultation.

What are Jacob Lee Zollman's credentials?

Jacob Lee Zollman holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jacob Lee Zollman located?

Jacob Lee Zollman is based in LOUISVILLE, Kentucky, working with CHURCHILL FINANCIAL ADVISORS, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does Jacob Lee Zollman charge for services?

Jacob Lee Zollman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHURCHILL FINANCIAL ADVISORS, LLC?

CHURCHILL FINANCIAL ADVISORS, LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.

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