Overview
Assets Under Management: $110 million
Headquarters: ORLANDO, FL
High-Net-Worth Clients: 39
Average Client Assets: $2.3 million
Frequently Asked Questions
JAKE CARRIS FINANCIAL PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290061), JAKE CARRIS FINANCIAL PLANNING is subject to fiduciary duty under federal law.
JAKE CARRIS FINANCIAL PLANNING is headquartered in ORLANDO, FL.
JAKE CARRIS FINANCIAL PLANNING serves 39 high-net-worth clients according to their SEC filing dated March 04, 2026. View client details ↓
According to their SEC Form ADV, JAKE CARRIS FINANCIAL PLANNING offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
JAKE CARRIS FINANCIAL PLANNING manages $110 million in client assets according to their SEC filing dated March 04, 2026.
According to their SEC Form ADV, JAKE CARRIS FINANCIAL PLANNING serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.57%
Average Client Assets: $2.3 million
Total Client Accounts: 117
Non-Discretionary Accounts: 117
Regulatory Filings
CRD Number: 290061
Filing ID: 2064997
Last Filing Date: 2026-03-04 11:51:24