# JAKE CARRIS FINANCIAL PLANNING, LLC

JAKE CARRIS FINANCIAL PLANNING, LLC of ORLANDO, FL is an SEC-registered investment adviser.

## Registration

- CRD: 290061
- Type: SEC-registered investment adviser
- SEC file number: 801-135632
- Location: 5401 S. KIRKMAN RD, STE. 215, ORLANDO, FL, 32819
- Phone: 407-489-1186
- Latest filing: 2026-07-24
- Regulatory AUM: $109.7M
- Non-discretionary AUM: $109.7M
- Clients: 1
- Accounts: 117

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Jacob Neal Carris | MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER; OWNER, CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290061/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290061/similar
- Related entities: https://search.stillhousedata.com/firm/290061/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290061

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.