What is The Fiduciary Standard of Care

The fiduciary standard of care requires that we act solely in the best interests of our clients. As a Registered Investment Advisor we have a legal obligation to place client best interests ahead of our own.

This duty to clients comes first in everything we do. We believe the best relationships are formed by working together as a team over the long term. In order to best achieve that goal we keep fees low and never sell commissioned products. Our fiduciary standard ensures you'll be working alongside a financial expert rather than across the table from a salesman.

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Jake Carris Financial Planning is a family business

Meet Jake Carris

Learn more about Jake Carris and his commitment to his clients, family and community.

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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.