Jacob Neal Carris
Investment adviser representative at Jake Carris Financial Planning
13 yearsExperience
3 statesRegistered in
CFA, CFP® certificationDesignations
$109.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Jake Carris Financial Planning, LLCOct 2017 to now
- Sole ProprietorSep 2014 to Oct 2017
- Tim Looney Investments, LLCApr 2013 to Oct 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 3 states (FL, PA, TX).
Jake Carris Financial Planning
Legal name: Jake Carris Financial Planning, LLC
$109.7MAssets managed
115Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5004910
- Firm CRD
- 290061