Jeb Zoller
Jeb Zoller is a CFP-designated registered investment advisor at Independent Advisor Alliance, LLC, based in Columbia, SC, with 23 years of industry experience. Jeb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.
Location
3112 Devine Street, Columbia, SC, 29205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeb sells fixed life, disability, UL, indexed UL, term, and long-term care insurance through Davinci Risk Designs, dedicating about 10-20% of his time. He also provides investment advisory services through Independent Advisor Alliance and Sage Financial Systems LLC, spending nearly full-time on these activities.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Davinci Financial Designs
Davinci Financial Designs
First Command Financial Planning, INC.
First Command Bank
First Command Financial Planning, INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.