Jake Carris Financial Planning, LLC
● SEC registered since 2026CRD 290061SEC# 801-135632Orlando, FL
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.
Jake Carris Financial Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacob Neal Carris Control | Owner, Cco | Over 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
| Address | 5401 S. Kirkman Rd, Ste. 215, Orlando, FL 32819 |
| Phone | 407-489-1186 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$109.7MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$109.7Mregulatory AUM
Discretionary $0Non-discretionary $109.7M