JAKE CARRIS FINANCIAL PLANNING, LLC
Doing business as JAKE CARRIS FINANCIAL PLANNING. SEC Form ADV profile.
Total regulatory AUM
$109,685,265
Discretionary
$0
Non-discretionary
$109,685,265
Firm details
- CRD number
- 290061
- SEC file number
- 801-135632
- Main office
- ORLANDO, FL, United States
- Employees
- 1
- SEC status
- Approved
- Website
- HTTPS://WWW.CARRISFP.COM/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.