Meet Orlando Financial Planner Jake Carris

Personal

Jake is a native Floridian growing up in Orlando and attending Dr. Phillips High School where he played baseball and graduated as valedictorian.

He is a devoted husband to his wife Erin and father to their three sons Rhett, Archer and Calvin. Jake and Erin are proud of their fun family and are members at Holy Family Catholic Church.

Jake is an active member in The Men of Holy Family and a supporter of Dr. Phillips High School baseball. In his free time he enjoys playing softball and golf.

Professional

Jake has a Bachelors of Science in Business Administration with a concentration in Finance from the University of Florida. He's worked in the personal finance industry since 2005. During that time he has earned the CFP® and CFA designations, worked as a portfolio consultant for a fortune 500 company and ran operations and compliance for a large SEC registered investment advisor.

In 2017 Jake opened his own registered investment advisory firm to better serve his clients. Jake works as a fee based financial planner. All of his financial planning and investment advice is delivered with a fiduciary standard placing client's best interests first. This helps build strong relationships based on trust and common goals. We do not sell any commissioned products.

Certified Financial Planner practitioners go through education and testing designed to give them the skills and knowledge to handle comprehensive financial planning. They carry a fiduciary standard and must adhere to a strict ethical code. Learn more at www.letsmakeaplan.org/why-choose-a-cfp-professional.

The Chartered Financial Analyst designation requires years of experience and study. Fewer than 1 in 5 candidates achieve the designation. CFA Charterhoders adhere to a strict ethical code and are dedicated to the highest standard for their clients. Learn more at cfainstitute.org/wealth.

Contact Information

Jake Carris Financial Planning is a family business

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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.