JAKE CARRIS FINANCIAL PLANNING, LLC
JAKE CARRIS FINANCIAL PLANNING, LLC of ORLANDO, FL is an SEC-registered investment adviser (CRD 290061). Regulatory assets under management: $109.7M.
Registration
- CRD: 290061
- SEC file number: 801-135632
- Type: Registered investment adviser
- 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 | — |
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