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JLP INVESTMENTS
JL PARRISH INVESTMENTS INC.
CRD 330948
12574 FLAGLER CENTER BLVD, STE 101, JACKSONVILLE, FL, 32258, United States
Phone
904-634-7780
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.8M
Discretionary AUM
$9.0M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; FIXED FEES AND FEES BASED ON A PERCENTAGE FOR 1031 EXCHANGES
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $3.8M |
| High net worth individuals | 27 | $5.9M |
All web addresses on file
Official SEC filing: View on IAPD