A complete list of active advisors currently associated with JLP Investments

Warmer can help you find a great advisor at JLP Investments or one who fits your needs even better.

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.

To learn more about the advisors currently working at JLP Investments, 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.