Jake Carris Financial Planning

RIASEC RegisteredEst. 2026

Total AUM

$110M

Discretionary

0% of AUM

Avg account

$937K

Accounts

117

Employees

Advisory reps

Firm details

Headquarters: Orlando, Florida
CRD number: 290061
Registered since: March 23, 2026
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI80.57%
Individuals18.37%
Pension & Profit Sharing Plans0.75%
Charitable Organizations0.3%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Jake Carris Financial Planning is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients with a mix of financial planning and portfolio management services, and it also offers pension consulting for smaller employer plans. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not an active ESG investor, does not report multi-state adviser status, and lists its SEC registration year as 2026.