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
By the Numbers
-
Total Assets Under Management76MILLION
-
Total Number of Accounts279ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, PA, TX
Financial Advisors at Jake Carris Financial Planning
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.