Jacorey Dade
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, LLCDec 2025 to now
- Florida Financial Advisors, LLCJun 2025 to now
- Florida Financial Advisors dba Texas Financial AdvisorsJun 2025 to now
- LifetimeJul 2023 to Jun 2025
- The RusticOct 2022 to Jun 2023
- PinstripesMay 2022 to Oct 2022
- ZaraSep 2021 to May 2022
- University of HoustonMar 2020 to Sep 2021
- Fort Bend Independent School DistrictJan 2020 to Mar 2020
- L.V. Hightower High SchoolAug 2016 to Jan 2020
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
- 8116595
- Firm CRD
- 288811