# JLP Investments

> JLP Investments is a state-registered investment advisory firm in Jacksonville, FL, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 5, 2026.

- CRD: 330948
- Filed as: JLP INVESTMENTS
- Legal name: JL Parrish Investments Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Jacksonville, FL
- Filing period: October 2026
- Form ADV filing dated: August 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330948
- AdvisorCensus page: https://advisorcensus.com/firm/jlp-investments-jacksonville-fl-330948

## Quick answers

**How is JLP Investments compensated?**
On its Form ADV (Item 5.E, October 2026), JLP Investments reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is JLP Investments located?**
JLP Investments' principal office is in Jacksonville, FL, according to its Form ADV.

**Is JLP Investments registered with the SEC or a state?**
JLP Investments is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330948.

**How much does JLP Investments manage?**
JLP Investments reports $12,844,926 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (70% discretionary).

**What types of clients does JLP Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41); high net worth individuals (27).

**Does JLP Investments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330948

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $12,844,926
- Discretionary: $9,044,515
- Non-discretionary: $3,800,411

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $3,800,411 |
| High net worth individuals | 27 | $5,912,587 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,131,928 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jlparrishinvestmentsinc.com
- jlpinvestmentsinc.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JLP Investments (CRD 330948): Form ADV filing data as of October 2026.