Jacob Zollman
Jacob Zollman is a CFA, CFP-designated registered investment advisor at Churchill Financial Advisors, LLC, based in Louisville, KY, with 16 years of industry experience. Jacob is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 108 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are charged quarterly in advance based on the market value of the account at the end of the preceding quarter. Fees are negotiable under certain circumstances.
Fee Estimator
Location
312 Whittington Parkway, Suite 201, Louisville, KY, 40222-4925
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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 Activities
Jacob is the VP of Investments & Operations at Churchill Financial Advisors, LLC, an investment management firm, since January 2025. This takes about half of Jacob's time and involves managing investment activities and client services.
Employment History
Current Registrations
Churchill Financial Advisors, LLC
Churchill Financial, LLCBroker
Previous Registrations
Churchill Financial, LLC
State Registrations20 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.
Exams
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