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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Jake Carris Financial Planning
Showing 1 - 1 of 1 top financial advisors.
Jacob N. Carris
CRD#: 5004910
Orlando, FL 32819

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.

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