Jake Highfield
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.
- Florida Financial Advisors, LLCJul 2026 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsJul 2026 to now
- Fine Wine and Good SpiritsMay 2025 to Aug 2025
- West Chester UniversityJan 2023 to Jun 2026
- Cecil CollegeAug 2022 to Dec 2023
- DanskoSep 2021 to Aug 2022
- Oxford School DistrictJan 2016 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (DE, 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
- 8314385
- Firm CRD
- 288811