Jay Zigmont
CFP®Professional Summary
Jay 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 Mount Juliet, Tennessee. Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jay has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Business Services
- Health Care & Long-Term Care Planning
- Cashflow & Budgeting
- Investment Management
- Education Funding
Specializations
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...
Other Aliases
Jason John Zigmont, Jay John Zigmont, Jason Jay Zigmont, Jason Zigmont, Jay Zigmont
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
CHILDFREE WEALTH | LIVE, LEARN, PLAN, LLC | CHILDFREE WEALTH, LLC
Contact Information
Main Address
Mount Juliet, TNPhone Number
(662) 222-1227# of Employees
10SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
56AUM (Assets Under Management)
$20,713,228Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CHILDFREE WEALTH | LIVE, LEARN, PLAN, LLC | CHILDFREE WEALTH, LLC
State Registrations and Notice Filings
(2/21/2023)
(2/21/2023)
(2/21/2023)
(7/18/2023)
(9/23/2021)
(2/21/2023)
(1/4/2024)
(1/20/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jay Zigmont's CRS (Customer Relationship Summary).
Services Offered by Jay
- Financial Planning
- Business Services
- Health Care & Long-Term Care Planning
- Cashflow & Budgeting
- Investment Management
- Education Funding
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