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JAKE CARRIS FINANCIAL PLANNING
JAKE CARRIS FINANCIAL PLANNING, LLC
CRD 290061 · SEC 801-135632
5401 S. KIRKMAN RD, STE. 215, ORLANDO, FL, 32819, United States
Phone
407-489-1186
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$109.7M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $20.2M |
| High net worth individuals | 39 | $88.4M |
All web addresses on file
Official SEC filing: View on IAPD