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Jacob Neal Carris

Jake Carris Financial Planning

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About Jacob Neal Carris

Jacob Neal Carris is a financial advisor with Jake Carris Financial Planning. Jacob has over 15 years of experience in the financial services industry. He is a Certified Financial Planner and Chartered Financial Analyst. Jacob has a broad range of experience in financial planning, investment management, and retirement planning. He is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Jacob Carris is currently registered with Jake Carris Financial Planning. 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.

$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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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fixed fees

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

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percentage of assets

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

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Jacob Carris’s Registration & Firm History

FL

01/31/2018 - Present

Jake Carris Financial Planning (ORLANDO FL)

FL

10/16/2007 - 04/17/2013

CHARLES SCHWAB & CO., INC. (ORLANDO FL)

FL

02/05/2007 - 09/27/2007

COMMONWEALTH FINANCIAL NETWORK (ORLANDO FL)

FL

08/26/2005 - 03/13/2006

MORGAN STANLEY DW INC. (ORLANDO FL)

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Licenses & Designations

BOTH

Issued 09/16/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/04/2008

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/12/2008

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/23/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 08/25/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Neal Carris.
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