Jake Mcillmurray
Investment adviser representative at Florida Financial Advisors, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Trinity Wealth Securities, LLCDec 2025 to now
- Florida Financial Advisors, LLCAug 2025 to now
- 59 East Car WashAug 2024 to Aug 2025
- AldiMay 2024 to Aug 2024
- 59 East Car WashAug 2020 to May 2024
- Bwr Seaweed RemovalJul 2019 to Aug 2020
- Dunham Hills Golf ClubMay 2019 to Jul 2019
- Hartland High SchoolSep 2017 to May 2019
- Ore Creek Middle SchoolAug 2015 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8146020
- Firm CRD
- 288811