Jacob Douglas Allison
Investment adviser representative at Florida Financial Advisors, LLC
10 yearsExperience
2 statesRegistered in
$456.1MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Trinity Wealth Securities, LLCSep 2025 to now
- Florida Financial Advisors, LLCJun 2025 to now
- Florida Financial Advisors dba Texas Financial AdvisorsMay 2025 to now
- DoordashAug 2024 to Dec 2024
- Sam Houston State UniversitySep 2023 to May 2025
- Tropical City DaiquirisOct 2022 to Jan 2023
- ExoservicesMay 2021 to Aug 2022
- Blinn Community CollegeSep 2020 to May 2022
- Bluewater SeafoodJun 2018 to Jun 2024
- Klein Collins HighschoolSep 2016 to May 2020
- Southwest Pool ManagementJan 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Florida Financial Advisors, LLC
$456.1MAssets managed
3,005Clients
842Advisers
3 yearsIn 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
- 8105946
- Firm CRD
- 288811