Jacob Neal Carris
Managing Member, President, And Chief Compliance OfficerJake Carris Financial Planning, LLCCRD 5004910
About Jacob Neal Carris
Jacob Neal Carris is listed as Managing Member, President, And Chief Compliance Officer 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 Managing Member, President, And Chief Compliance Officer 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
| Title | Managing Member, President, And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2017 |