Jerry Parrish
Advisor at JLP Investments
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
JLP Investments
Location
Jacksonville, FL 32258
Credentials
Series 63, Series 65
Industry experience
20 years
About
Jerry Parrish is a financial advisor at JLP Investments with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dempsey Lord Smith, LLC for 15 years before founding JL Parrish Investments Inc. and Parrish Insurance Agency, where he is a licensed insurance producer. JLP Investments serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing fee-based portfolio management, financial planning, retirement plan consulting, and 1031 exchange assistance. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across various instruments and manages many client accounts on a non-discretionary basis, often through monitored third-party managers.
Client services
Based on JLP Investments
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on JLP Investments
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Income planning
General tax planning
Real estate investing
Fee options
1031 Exchange Services charged either $2,500 fixed fee or 0.5% of asset value, negotiable
0.50% to 1.0% per annum depending on strategy and account size
Insurance products commissions received separately from advisory fees
Financial Planning Services charged at $250 per hour; Additional retirement plan consulting duties at $250 per hour
Fee-only: Financial Planning Services billed at $250 per hour
Location
12574 Flagler Center Blvd, Ste 101
Jacksonville, FL 32258
Most active in
Jerry P has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia
Work history
Parrish Insurance Agency
2024 - Present (2 years)
JL Parrish Investments Inc.
2020 - Present (6 years)
Dempsey Lord Smith, LLC
2009 - 2024 (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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