CRD: 290061
Jake Carris Financial Planning
Orlando, FL, 32819
4074891186
$109.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
117 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-09-2017
- Office Locations
- 1
Office Locations
5401 S. Kirkman RD Ste. 215 Orlando FL
About Jake Carris Financial Planning
Jake Carris Financial Planning is a Orlando-based RIA. The firm has been operating for 8 years. Managing $109.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
40 AVG AGE
$109.7M AVG AUM / ADVISOR
$937.5K AVG AUM / CLIENT
8.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Asset Classes
Harbor frontier Pathway pathway Focus
Investment Themes
Glacier Glacier unison Legacy
Investment Vehicles
Bridge
Services
Alpha harbor Ember Wave element Bridge Pioneer Harbor Vital
Owner & Executives
J
JACOB NEAL CARRIS
Chief Compliance Officer, Owner
- CRD
- #5004910
- Ownership
- 75% or more
(216) 389-5705
ember.prime@zenithcapital.com
in linkedin.com/in/optima-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $109,685,265 | $937,481 |
| Total | $109,685,265 | $937,481 |
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Separately Managed Accounts
Total SMA Asset: $109,685,265
Public Funds:
15.5% Equity - Exchange:
14.9% U.S. Government/Agency:
28.3% Cash:
11.3% Derivatives:
15.9% Municipal Bonds:
14.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $150,305,621 | 15.5% |
| Equity - Exchange | $144,487,339 | 14.9% |
| U.S. Government/Agency | $274,428,972 | 28.3% |
| Cash | $109,577,646 | 11.3% |
| Derivatives | $154,184,476 | 15.9% |
| Municipal Bonds | $136,729,629 | 14.1% |
| Total | $969,713,683 | 100.0% |