Jake Carris Financial Planning

Expert Financial Advice

Sophisticated financial planning and asset management designed to help you achieve your dreams.

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FINANCIAL PLANNING

A comprehensive review of your financial situation and what you need to accomplish your goals

INVESTMENT MANAGEMENT

Personalized portfolio management to help your investments match your life

PERSONAL CFO SERVICES

Ongoing guidance for all of your family's finance and investment decisions

LEARN MORE ABOUT JAKE CARRIS

Jake grew up in Orlando, Florida and currently lives in Windermere with his wife Erin and their three sons Rhett, Archer and Calvin. Jake is a CERTIFIED FINANCIAL PLANNER TM practitioner and a Chartered Financial Analyst charterholder. He is dedicated to delivering the best service and advice to his clients and conducts all business as a fiduciary. As a fee based financial planner Jake does not sell any commissioned products.

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Jake Carris Financial Planning is an Investment Adviser registered to the States of Florida and Pennsylvania. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at (407) 489-1186 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from JCFP with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.carrisfp.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.