Jacob Lee Zollman
Investment adviser representative at Churchill Financial Advisors, LLC
16 yearsExperience
17 statesRegistered in
CFP® certification, CFADesignations
$522.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Churchill Financial Advisors, LLCJan 2025 to now
- Churchill FinancialJun 2010 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 17 states (AL, AR, DC, DE, FL, GA, IL, IN, KY, LA, NC, NE, NM, OH, OK, TX, WI).
Churchill Financial Advisors, LLC
$522.9MAssets managed
108Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5800295
- Firm CRD
- 333071