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Jacob Lee Zollman

Churchill Financial, LLC

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About Jacob Lee Zollman

Jacob Zollman is a financial advisor with Churchill Financial, LLC. Jacob has been working in the industry since August 4, 2010. He is licensed to provide investment advice in Arkansas, Indiana, Kentucky, and Texas. He is also registered as a Registered Representative in Indiana and Kentucky. Jacob has several designations including Certified Financial Planner and Chartered Financial Analyst. Jacob is affiliated with Churchill Financial, LLC, which has been in business since 2004. The firm provides investment advice for individuals and businesses.

Firm Information

Jacob Zollman is currently registered with Churchill Financial, LLC. Churchill Financial, LLC is a Limited Liability Company, registered with the SEC and in 20 states, offering portfolio management for individuals and businesses. Formed in 1995, the firm manages approximately $281,569,253 in assets for 219 clients, primarily high-net-worth individuals and individuals other than high-net-worth. The firm has 7 investment adviser representatives and 5 adviser reps for other investment advisers.

$281.57M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Zollman’s Registration & Firm History

KY

06/25/2024 - Present

Churchill Financial, LLC (LOUISVILLE KY)

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Licenses & Designations

IA

Issued 12/22/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/18/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/06/2012

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Lee Zollman.
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