# JAKE CARRIS FINANCIAL PLANNING

JAKE CARRIS FINANCIAL PLANNING is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 290061
- **SEC file number:** 801-135632
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290061

## About

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.

## Questions

### 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.

### 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.

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Last updated: 2026-07-06T01:24:19.029Z

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