JZ
CFP
JZ
CFP

Jay Zigmont

4 Years of Experience
Areas of Practice
Retirement PlanningEstate PlanningFinancial Planning & CoachingTax PlanningInvestment ManagementBusiness OwnersHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$10.0M

Fee Structure

Financial Planning:Included in AUM fee
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JZ
Jay Zigmont

Location

Mount Juliet, TN

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jay owns Childfree Enterprises, LLC, which focuses on content creation such as books, speaking, and program design. He also owns Childfree Legacy, LLC, which provides next-of-kin services for childfree individuals.

Employment History
Current Registrations
Childfree Wealth
September 2021 - Present · 4 yrs 5 mos
State Registrations8 states
CAILLAMAMSNETNTX
Advisor
Exams
No exam information available for this advisor.
JZ
Contact
Jay Zigmont