Jerry Parrish
Jerry Parrish is a registered investment advisor at Jlp Investments, based in Jacksonville, FL, with 20 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 65 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JL Parrish Investments charges an annual management fee for investment management, ranging from 0.50% to 1.0% of your portfolio. The exact fee depends on the investment strategy and the size of your account. Fees are negotiable. Your account will be managed by a third-party advisor, who will deduct the fees and remit JL Parrish Investments' portion. JL Parrish Investments also offers qualified retirement plan consulting services for a fee of 0.50% of plan assets.
Location
12574 Flagler Center Blvd, Ste 101, Jacksonville, FL, 32258
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Regulatory History (1)
Customer Dispute
July 2022Other Business ActivitiesSells Insurance
Jerry is a licensed insurance producer through Parrish Insurance Agency since March 2024, also known as Licensed Insurance Agency of JL Parrish Investments, Inc. He spends about 10-20% of his time on insurance production activities.
Employment History
Current Registrations
Jlp Investments
Previous Registrations
Dempsey Lord Smith, LLC
Dempsey Lord Smith, LLCBroker
Edward Jones
Edward JonesBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
PFS Investments INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.