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- Custodian
- Charles Schwab & Company · Community National Bank
- Clients
- Retail and Institutional
- Platforms
- --
- 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.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
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%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,044,515 | -- |
| Non-Discretionary | $3,800,411 | -- |
| Total | $12,844,926 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,844,926
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,606,071,097 | 26.0% |
| Public Funds | $1,210,730,519 | 19.6% |
| Other | $1,630,779,883 | 26.4% |
| Cash | $1,729,615,026 | 28.0% |
| Total | $6,177,196,525 | 100.0% |