Jake Carris Financial Planning
Jake Carris Financial Planning is an SEC-registered mass-market adviser in Orlando, FL with $109.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Jake Carris Financial Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290061, SEC 801-135632, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $109.7M (2026-03-04)
- Firm type
- Mass-Market Adviser
- Location
- Orlando, FL
- Employees
- 1
- Clients
- 115
- CRD
- 290061
- Ownership
- CARRIS, JACOB, NEAL
How much AUM does Jake Carris Financial Planning have?
Jake Carris Financial Planning reported $109.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Jake Carris Financial Planning?
Disclosed owners and executives of Jake Carris Financial Planning include CARRIS, JACOB, NEAL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.