This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Community National Bank · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-2020
- Office Locations
- 1
Office Locations
About JLP Investments
JLP Investments is an independent, retirement-focused advisory led by founder Jay Parrish in Florida. The firm delivers holistic planning with a direct, straightforward approach spanning tax strategies, investment management, and estate planning to support clients’ financial independence and legacy goals. Portfolios include meaningful ETF exposure and are custodied at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 70.4% is discretionary and 29.6% is non-discretionary.
The firm reports 1 advisory representatives and 68 clients, or 68 clients per representative. That equates to $188.9K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on August 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review JLP Investments's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full JLP Investments record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JERRY LEE PARRISH
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4951494
- Ownership
- 75% or more
BARBARA J. PARRISH
Retirement Plan Advisor, Secretary
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,044,515 | -- |
| Non-Discretionary | $3,800,411 | -- |
| Total | $12,844,926 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
JLP Investments has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.