Jay J. Zigmont
CHILDFREE WEALTH
New Albany, MS
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CRD#: 7430594
Professional summary
Jay John Zigmont, CFP®, who also goes by Jason John Zigmont, Jay John Zigmont, Jason Jay Zigmont, Jason Zigmont, Jay Zigmont, is a registered financial advisor currently at CHILDFREE WEALTH located in New Albany, Mississippi.
Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jay has worked at 1 firm .
Core Areas of Focus
Cash Flow/Budgets/Credit Issues
Entrepreneurs
Financial Psychology/Coaching
Fixed Fee (Subscription
Retainer
etc.)
Generation X
Hourly
Biography
Being a CFP® professional also means I am held to a Fiduciary Standard. The Fiduciary Standard means I MUST put your financial interests ahead of my own. To this end, I am also a Fee-Only CFP® Professional. Fee-Only means the only way I get paid is from you. I don’t get commissions from anyone or any incentives to sell you products. That means if I make a recommendation it is because I believe it is best for you, not for me. I am also advice-only. That means you pay me for my advice and then manage your own investments. I don't do investment management and do not charge an assets under management (AUM) fee.
Question & Answer
What are your service offerings?
Debt Management
Small Business Planning
Socially Responsible Investing
Life Transitions
Health Care
Budgeting
Employee and Employer Plan Ben...
Business Succession Planning
Investment Planning
Comprehensive Financial Planni...
Education Planning
Are you a "fiduciary"?
Yes
Aliases
Jason John Zigmont | Jay John Zigmont | Jason Jay Zigmont | Jason Zigmont | Jay Zigmont
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jay John Zigmont'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: 2021
Experience
Current
September 23, 2021 - Present
CHILDFREE WEALTH
RIA
CRD#: 316489
New Albany, MS
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".
CHILDFREE WEALTH
CHILDFREE WEALTH | LIVE, LEARN, PLAN, LLC | CHILDFREE WEALTH, LLC
CRD#: 316489 / SEC#: 801-126460
RIA
Registered Investment Advisory firm - (8/31/2022 Approved)Mississippi
Registered Investment Advisory firm - (1/31/2023 Terminated)Texas
Registered Investment Advisory firm - (1/12/2022 Conditional Restricted)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.Highlighted states indicate IAR registrations
IAR
California(2/21/2023)
IAR
Illinois(2/21/2023)
IAR
Louisiana(2/21/2023)
IAR
Massachusetts(7/18/2023)
IAR
Mississippi(9/23/2021)
IAR
Nebraska(2/21/2023)
IAR
Tennessee(1/4/2024)
IAR
Texas(1/20/2022)
Exams
Current Firm
CHILDFREE WEALTH
CHILDFREE WEALTH | LIVE, LEARN, PLAN, LLC | CHILDFREE WEALTH, LLC
CRD#: 316489 / SEC#: 801-126460
RIA
Registered Investment Advisory firm - (8/31/2022 Approved)Mississippi
Registered Investment Advisory firm - (1/31/2023 Terminated)Texas
Registered Investment Advisory firm - (1/12/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Mount Juliet, TN
Mailing Address
Phone number
(662) 222-1227
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 56 |
| AUM (Assets Under Management) | $ 20,713,228 |
Red Flags
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