linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jake Carris Financial Planning

Headquartered in ORLANDO, FL

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Jake Carris Financial Planning is a financial advisory firm with over $95 million in regulatory assets under management. They provide financial planning, pension consulting, and educational seminars for high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.

Jake Carris Financial Planning

$95.24M

Assets Under Management

4

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

JAKE CARRIS FINANCIAL PLANNING has a total of 1 branch locations across the country.
location

ORLANDO, FL

Advisors at Jake Carris Financial Planning

View All 1 Advisors
Unclaimed
Jacob Neal Carris

CFP®, CFA®, RA

ORLANDO, FL

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Jake Carris Financial Planning is right for you?

Disclosures

There are no public disclosures for Jake Carris Financial Planning.

Frequently Asked Questions (5)

Not sure if Jake Carris Financial Planning is right for you?