Jake Carris Financial Planning

Jake Carris Financial Planning (CRD# 290061) is a financial advisory firm headquartered in Orlando, FL. They manage $76,021,967 in 279 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
5401 S. Kirkman Rd, Ste. 215, Orlando, FL 32819
https://www.facebook.com/carrisfp/
By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    279
    ACCOUNTS
  • Average Account Value
    $272,480
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, PA, TX

Financial Advisors at Jake Carris Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Jacob Carris, financial advisor Orlando FL
Jacob N. Carris
CRD#: 5004910
5401 S. Kirkman Rd, Ste. 215, Orlando, FL 32819

Jacob Carris (CRD# 5004910) is an Investment Advisor Representative working at Jake Carris Financial Planning in Orlando, FL and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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