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Jacob Lee Zollman

CHURCHILL FINANCIAL ADVISORS, LLC·LOUISVILLE, Kentucky
Unclaimed Profile
312 WHITTINGTON PARKWAY, LOUISVILLE, KY 40222-4925CRD# 5800295Firm CRD# 333071
01

About

Jacob Lee Zollman is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with CHURCHILL FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
CHURCHILL FINANCIAL ADVISORS, LLC
CHURCHILL FINANCIAL ADVISORS, LLC
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CHURCHILL FINANCIAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5800295
Firm CRD# 333071
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Nearby cities in Kentucky
LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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