JLP Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,844,926
Total clients
68
40% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
68
Average account size
$188,896
About
JL Parrish Investments provides fee-based investment advisory and financial planning services to individuals — including high-net-worth and non-high-net-worth clients — and to institutional clients such as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm also offers qualified retirement plan consulting and assistance with 1031 real estate exchanges.
The firm employs a tactical allocation approach and custom portfolio management, using fundamental, technical, and cyclical analysis and a range of instruments including mutual funds, fixed indexed annuities, and Opportunity Zone investments. Accounts may be managed on either a discretionary or non-discretionary basis, and the firm commonly selects third‑party managers or TAMP sub‑advisors and provides ongoing monitoring and oversight of those managers.
Notably, the firm is affiliated with an insurance agency and its advisor is licensed to sell life, health, annuities and other insurance products through that agency, with insurance commissions disclosed and stated not to exceed 50% of the firm’s earnings. As of December 31, 2025 the firm reported $9,044,515 in discretionary assets and $3,800,411 in non‑discretionary assets and discloses third‑party referral arrangements and specialized services such as 1031 exchange assistance that are less common among peers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
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
Main office location
JLP Investments
12574 Flagler Center Blvd, Ste 101
Jacksonville FL 32258, United States
Number of offices
2
Most active in
JLP Investments has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
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