JACOB NEAL CARRIS is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with JAKE CARRIS FINANCIAL PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| JAKE CARRIS FINANCIAL PLANNING, LLC | 2017-11-09 | present | Yes |
| TIM LOONEY INVESTMENTS, LLC | 2013-04-29 | 2017-10-17 | — |
| SCHWAB WEALTH ADVISORY, INC. | 2012-02-09 | 2013-04-18 | — |
| CHARLES SCHWAB & CO., INC. | 2007-10-17 | 2012-03-26 | — |
| MORGAN STANLEY DW INC. | 2005-09-20 | 2006-03-13 | — |