JLP Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-based investment advisory and financial planning services to individuals as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. It also offers qualified retirement plan consulting, assistance with 1031 real estate exchanges, and facilitates access to third‑party managers and TAMP programs.
The firm employs custom portfolio management with a tactical allocation emphasis aimed at reducing risk and improving performance, using fundamental, technical and cyclical analysis and a broad range of instruments including mutual funds, fixed indexed annuities and Opportunity Zone investments. Client accounts are implemented and overseen via third‑party managers (and TAMP sub‑advisors), which the firm continuously monitors; investment authority may be discretionary for managed accounts while plan consulting is provided on a non‑discretionary basis.
Distinctive features include the firm’s affiliation as a licensed insurance agency offering life, health and annuity products and receiving customary commissions, a relationship the brochure identifies as a potential conflict of interest (noting insurance commissions do not exceed half of the firm’s revenue). Its combination of retirement plan consulting — including IPS assistance, quarterly monitoring, and coordination with third‑party plan managers — together with 1031 exchange services and routine use of third‑party sub‑advisors distinguishes the firm from many solo independent advisers.
Client services
Expertise
Fee options
1031 exchange services charged either a fixed fee of $2,500 or 0.5% of asset value, negotiable.
0.25% - 1.25% per annum, tiered and negotiated based on type, complexity, and account size
Insurance products sold by representatives receive typical commissions, separate from advisory fees.
Financial planning and additional retirement plan consulting duties charged at $250 per hour.
Main office
12574 Flagler Center Blvd, Ste 101
Jacksonville FL 32258
Advisors at this office
1
Most active in
Florida · Georgia
Also doing business as
Jl Parrish Investments · Jl Parrish Investments Inc. · Jlp Investments
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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