JAKE CARRIS FINANCIAL PLANNING

Legal name: JAKE CARRIS FINANCIAL PLANNING, LLC

CRD 290061File 801-135632

APPROVED

Retail clients

Filing as of Jul 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$109.7M

Bottom 25% of cohort (national)

Discretionary AUM

Non-discretionary $109.7M

Clients

115

117 accounts

Employees

Bottom 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Mar 23, 2026
Principal office: 5401 S. KIRKMAN RD, STE. 215, ORLANDO, FL, 32819
Phone: 407-489-1186
Website: HTTPS://WWW.CARRISFP.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $109.7M
Discretionary AUM: $0
Non-discretionary AUM: $109.7M
Discretionary accounts: 0
Non-discretionary accounts: 117
Total accounts: 117
AUM per client: $954K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$328K
High net worth individuals	39	$88.4M
Pension and profit sharing plans	Fewer than 5	$828K
Individuals (other than high net worth individuals)	76	$20.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.