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JAKE CARRIS FINANCIAL PLANNING

ORLANDO, FL · CRD 290061 · IAPD ↗ · carrisfp.com · 407-489-1186

$109.7MRegulatory AUM
1Advisory reps
1Employees
2Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — JAKE CARRIS FINANCIAL PLANNING (ORLANDO, FL) is newly SEC-registered with $109.7M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.