A complete list of active advisors currently associated with Jake Carris Financial Planning

Warmer can help you find a great advisor at Jake Carris Financial Planning or one who fits your needs even better.

Jake Carris Financial Planning serves individual clients and also advises pension and profit‑sharing plans as well as charitable organizations, providing investment management, comprehensive financial planning, ERISA plan services and public educational seminars. The firm reports roughly $109.7 million in non‑discretionary assets under management across about 115 clients and is registered as an independent investment adviser. The firm develops individualized investment policies and asset allocation targets through client discussions and implements portfolios using a range of methods — fundamental, technical, cyclical and charting analysis — and a mix of passive and select active strategies, including options and leveraged closed‑end funds. Services are primarily delivered on a non‑discretionary basis; for retirement plans the firm typically serves in a limited‑scope ERISA 3(21) advisory role, providing plan monitoring, investment option review and participant education while leaving final investment decisions with the client or plan sponsor. Noteworthy among peers is the combination of substantial AUM concentrated in non‑discretionary accounts together with pension consulting and work for charitable organizations, client types that are relatively uncommon for independent advisers. The firm also regularly offers educational seminars and speaking engagements and provides an ongoing comprehensive planning (Personal CFO) service on a retainer basis, integrating plan design, participant education and individualized financial planning.

To learn more about the advisors currently working at Jake Carris Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.