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JAKE CARRIS FINANCIAL PLANNING
JAKE CARRIS FINANCIAL PLANNING is an SEC-registered investment adviser in ORLANDO, FL, established in 2026. The firm manages approximately $110 million in...
JAKE CARRIS FINANCIAL PLANNING
JAKE CARRIS FINANCIAL PLANNING is an SEC-registered investment adviser in ORLANDO, FL, established in 2026. The firm manages approximately $110 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Frequently asked questions
What is Jake Carris Financial Planning's investment strategy?
Public sources do not reveal any investment strategy. The firm's name suggests a focus on financial planning rather than direct portfolio management. No asset-class mix, deal activity, or stage preferences are documented.
Who are the principals of Jake Carris Financial Planning?
No named principals appear in any public record, including the firm's own website or social media. The entity's ownership and leadership remain unconfirmed.
Is Jake Carris Financial Planning a single-family office?
The firm's name and administrative structure are consistent with a single-family office, but there is no public evidence of the underlying family. It may operate as an independent RIA serving multiple clients.
Does Jake Carris Financial Planning publicly disclose AUM?
No. No AUM figure appears in any available source. The firm maintains a low public profile.
Where is Jake Carris Financial Planning headquartered?
The firm's city and country are not publicly listed. No office addresses or additional locations are confirmed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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