Unclaimed Profile

Jeb Stuart Zoller

DAVINCI FINANCIAL DESIGNS LLC·COLUMBIA, South Carolina

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record21 years registeredDAVINCI FINANCIAL DESIGNS LLC

5301 N. TRENHOLM ROAD, COLUMBIA, SC 29206CRD# 4622591Firm CRD# 163362

Profile Verification

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

Identity

Jeb Stuart Zoller · COLUMBIA, SC

Registration

CRD #4622591 · DAVINCI FINANCIAL DESIGNS LLC · 21 years registered

Brand Profile

Not yet started

Career History

INDEPENDENT ADVISOR ALLIANCE, LLC

Sep 2022 – present

DAVINCI FINANCIAL DESIGNS

Jan 2013 – Oct 2022

COLUMBIA, SC

DAVINCI FINANCIAL DESIGNS

May 2012 – Dec 2012

COLUMBIA, SC

FIRST COMMAND FINANCIAL PLANNING, INC.

Sep 2005 – May 2012

COLUMBIA, SC

FIRST COMMAND BANK

Apr 2005 – Sep 2005

FORT WORTH, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · April 13, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAVINCI FINANCIAL DESIGNS LLC

CRD 163362 · SEC 801-80733

AUM

$247M

Regulatory assets under management

Employees

1,751 client accounts

Services offered by DAVINCI FINANCIAL DESIGNS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DAVINCI FINANCIAL DESIGNS LLC →

Introduction

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Frequently Asked Questions

What services does Jeb Stuart Zoller offer?

Jeb Stuart Zoller specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, South Carolina for a consultation.

What are Jeb Stuart Zoller's credentials?

Jeb Stuart Zoller holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeb Stuart Zoller located?

Jeb Stuart Zoller is based in COLUMBIA, South Carolina, working with DAVINCI FINANCIAL DESIGNS LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.

How does Jeb Stuart Zoller charge for services?

Jeb Stuart Zoller's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAVINCI FINANCIAL DESIGNS LLC?

DAVINCI FINANCIAL DESIGNS LLC has approximately 9 employees and manages $247M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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