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Jacob Neal Carris

Jake Carris Financial Planning

Orlando, FL

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Current Employers
Jake Carris Financial Planning

5401 S. Kirkman Rd Ste. 215, Orlando, FL 32819 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-01-31
PA RA APPROVED 2018-01-02
FL RA APPROVED 2017-11-09
  • TX RA
    APPROVED
    Since 2018-01-31
  • PA RA
    APPROVED
    Since 2018-01-02
  • FL RA
    APPROVED
    Since 2017-11-09

Branch Locations

5401 S. Kirkman Rd Ste. 215, Orlando, FL 32819 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tim Looney Investments, Llc Altamonte Springs FL 04/2013 10/2017
Sole Proprietor Altamonte Springs FL 09/2014 10/2017
Jake Carris Financial Planning, Llc Orlando FL 10/2017 Present
  • 04/2013 → 10/2017
    Tim Looney Investments, Llc
    Altamonte Springs, FL
  • 09/2014 → 10/2017
    Sole Proprietor
    Altamonte Springs, FL
  • 10/2017 → Present
    Jake Carris Financial Planning, Llc
    Orlando, FL
Previous Registrations
Other Businesses

Licensed Insurance Agent; 0 hours/month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-16
  • S66 Uniform Combined State Law Examination
    2005-09-16
Designations
Other Names
  • Jake Carris
  • Jacob N Carris

View on SEC IAPD

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