JZ
Jacob L. Zollman
CHURCHILL FINANCIAL ADVISORS
LOUISVILLE, KY 40222-4925
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CRD#: 5800295
JZ
Professional summary
Jacob Lee Zollman, CFP® is a registered financial advisor currently at CHURCHILL FINANCIAL ADVISORS, LLC located in Louisville, Kentucky and CHURCHILL FINANCIAL, LLC located in Louisville, Kentucky.
Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jacob has worked at 2 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: Churchill Financial Advisors, LLC; Investment Related: Yes; Address: 312 Whittington Parkway, Ste. 201, Louisville, KY 40222; Nature of business: Investment Management; Title/Position: VP of Investments & Operations; Start date: 01/03/2025; Number of hours per month: 80; Number of hours per month during trading hours: 80; Duties: Managing investment related activities and client services.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Lee Zollman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Experience
Current
January 22, 2025 - Present
CHURCHILL FINANCIAL ADVISORS, LLC
Office #1: 312 Whittington Parkway Suite 201, Louisville, KY 40222-4925RIA
CRD#: 333071
LOUISVILLE, KY
Current
August 5, 2010 - Present
CHURCHILL FINANCIAL, LLC
Office #1: 312 Whittington Parkway, Suite 201, Louisville, KY 40222BD
CRD#: 39462
LOUISVILLE, KY
Past
February 18, 2011 - January 22, 2025
CHURCHILL FINANCIAL, LLC
RIA
CRD#: 39462
LOUISVILLE, KY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CHURCHILL FINANCIAL ADVISORS, LLC
CHURCHILL FINANCIAL ADVISORS, LLC
CRD#: 333071 / SEC#: 801-131738
RIA
Registered Investment Advisory firm - (1/2/2025 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Alabama(1/22/2025)
IAR
Arkansas(1/22/2025)
IAR
Delaware(1/22/2025)
IAR
District of Columbia(2/6/2025)
IAR
Florida(2/18/2025)
RR
Georgia(1/28/2025)
IAR
Georgia(1/28/2025)
IAR
Illinois(1/22/2025)
RR
Indiana(11/19/2010)
IAR
Indiana(1/22/2025)
RR
Kentucky(11/19/2010)
IAR
Kentucky(1/22/2025)
RR
Louisiana(1/28/2025)
IAR
Louisiana(1/28/2025)
RR
Massachusetts(9/24/2024)
IAR
Nebraska(1/22/2025)
IAR
New Mexico(7/16/2025)
RR
North Carolina(5/19/2023)
IAR
North Carolina(1/22/2025)
IAR
Ohio(1/29/2025)
IAR
Oklahoma(1/22/2025)
RR
Oregon(1/23/2025)
IAR
Texas(1/22/2025)
IAR
Wisconsin(5/7/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CF
CHURCHILL FINANCIAL ADVISORS, LLC
CHURCHILL FINANCIAL ADVISORS, LLC
CRD#: 333071 / SEC#: 801-131738
RIA
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Contact information
Main Address
312 Whittington Parkway Suite 201, Louisville, KY 40222-4925
Mailing Address
Phone number
(502) 895-3535
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 160 |
| AUM (Assets Under Management) | $ 243,773,036 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CHURCHILL FINANCIAL ADVISORS, LLC
CRD#: 333071Louisville, KY 40222-4925TRUST BUT VERIFY
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