Jake Carris Financial Planning
Jake Carris Financial Planning (CRD# 290061) is a financial advisory firm headquartered in Orlando, FL. They manage $17,057,963 in 164 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts164ACCOUNTS
Average Account Value$104,012
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, PA, TX
Jacob Carris (CRD# 5004910) is an Investment Advisor Representative working at Jake Carris Financial Planning in Orlando, FL and has over 14 years of experience in the finance industry. Jacob Carris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.