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Member, Vice President of Investments and Operations · Churchill Financial Advisors, LLC

Jacob L. Zollman

CRD 5800295 · Named on Form ADV at one SEC-registered adviser

At a glance

Churchill Financial Advisors, LLC, an SEC-registered wealth manager based in Louisville, KY with $523 million in regulatory assets, lists Jacob L. Zollman on its Form ADV as Member, Vice President of Investments and Operations, a control person.

Firms and roles

AtlasMembers

Jacob’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Evan C. CoartneyMember, Vice President Accounting and Administration, Churchill Financial Advisors, LLC
  • Jonathan W. CoartneyMember, Vice President Risk and Compliance, Churchill Financial Advisors, LLC
  • Justin T. FergusonMember, Chief Investment Officer, Churchill Financial Advisors, LLC
  • Alesia A. MullisMember, President, Chief Compliance Officer, Churchill Financial Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jacob’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.