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.

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.

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.

Name	Location	Years of experience
Jerry Parrish	Jacksonville, FL	21

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