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Jake Carris Financial Planning, LLC

● SEC registered since 2026CRD 290061SEC# 801-135632Orlando, FL
Export (members)
Reg. AUM
$109.7M
Employees
1
Accounts
117
Location
Orlando, FL

Jake Carris Financial Planning, LLC assets under management

Jake Carris Financial Planning, LLC is an investment advisory firm registered with the SEC based in Orlando, FL. The firm has been registered since 2026. It reports $109.7 million in regulatory assets under management and employs 1 people.
www.facebook.com/carrisfpView on SEC.gov ↗

Jake Carris Financial Planning, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jacob Neal Carris ControlOwner, CcoOver 75%2017

Frequently asked questions

How much does Jake Carris Financial Planning, LLC manage?

Jake Carris Financial Planning, LLC reports $109.7 million in regulatory assets under management on its Form ADV.

How many employees does Jake Carris Financial Planning, LLC have?

Jake Carris Financial Planning, LLC reports 1 employees.

Where is Jake Carris Financial Planning, LLC located?

Jake Carris Financial Planning, LLC is based in Orlando, FL and has been SEC-registered since 2026.

Does Jake Carris Financial Planning, LLC disclose fund performance?

Jake Carris Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5401 S. Kirkman Rd, Ste. 215, Orlando, FL 32819
Phone407-489-1186
Office hoursBy Appointment Only
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$109.7M
Total (RAUM)$109.7M