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Jacob Neal Carris

Owner, CcoJake Carris Financial Planning, LLCCRD 5004910

About Jacob Neal Carris

Jacob Neal Carris is listed as Owner, Cco at Jake Carris Financial Planning, LLC in Orlando, FL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Jake Carris Financial Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jacob Neal Carris work?

Jacob Neal Carris is listed as Owner, Cco at Jake Carris Financial Planning, LLC on SEC Form ADV.

How much of Jake Carris Financial Planning, LLC does Jacob Neal Carris own?

Form ADV reports a beneficial ownership band of Over 75%.

Jake Carris Financial Planning, LLC

TitleOwner, Cco
OwnershipOver 75%
Control personYes
Since2017