# JACOB NEAL CARRIS

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [JAKE CARRIS FINANCIAL PLANNING, LLC](https://search.stillhousedata.com/firm/290061) | 2017-11-09 | present | Yes |
| [TIM LOONEY INVESTMENTS, LLC](https://search.stillhousedata.com/firm/164413) | 2013-04-29 | 2017-10-17 | — |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2012-02-09 | 2013-04-18 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2007-10-17 | 2012-03-26 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 2005-09-20 | 2006-03-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5004910)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5004910.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing 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.