Jerry L. Parrish

JLP INVESTMENTS

JACKSONVILLE, FL 32258

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CRD#: 4951494

Professional summary

Jerry Lee Parrish, who also goes by Jay L Parrish, Jay Parrish, Jerry Parrish, is a registered financial advisor currently at JLP INVESTMENTS located in Jacksonville, Florida.

Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jerry has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jay L Parrish | Jay Parrish | Jerry Parrish

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) PARRISH INSURANCE AGENCY; INVESTMENT RELATED; 12724 GRAN BAY PARKWAY WEST, SUITE 310, JACKSONVILLE, FL 32258; DBA NAME LICENSED INSURANCE AGENCY OF JL PARRISH INVESTMENTS, INC.; LICENSED INSURANCE PRODUCER; 03/2024; APPROX. 20 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INSURANCE PRODUCTION ACTIVITIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerry Lee Parrish's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 28, 2024 - Present

JLP INVESTMENTS

Office #1: 12574 Flagler Center Blvd Ste 101, Jacksonville, FL 32258

RIA

CRD#: 330948

JACKSONVILLE, FL

Past

August 19, 2009 - July 11, 2024

DEMPSEY LORD SMITH, LLC

RIA

CRD#: 141238

JACKSONVILLE, FL

Past

August 17, 2009 - July 11, 2024

DEMPSEY LORD SMITH, LLC

CRD#: 141238

JACKSONVILLE, FL

Past

September 16, 2008 - August 12, 2009

EDWARD JONES

RIA

CRD#: 250

CHATTANOOGA, TN

Past

September 11, 2008 - August 12, 2009

EDWARD JONES

CRD#: 250

CHATTANOOGA, TN

Past

May 16, 2008 - July 9, 2008

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

ATLANTA, GA

Past

September 14, 2007 - July 9, 2008

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

ATLANTA, GA

Past

August 17, 2005 - September 13, 2007

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(6/28/2024)

IAR

Georgia
(7/12/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/13/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/7/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/29/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/16/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

JLP INVESTMENTS

JL PARRISH INVESTMENTS | JLP INVESTMENTS | JL PARRISH INVESTMENTS INC.

CRD#: 330948 / SEC#:

Florida

Registered Investment Advisory firm - (6/28/2024 Approved)

Georgia

Registered Investment Advisory firm - (7/12/2024 Approved)

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Contact information

Main Address

12574 Flagler Center Blvd Ste 101, Jacksonville, FL 32258

Mailing Address

Phone number

(904) 634-7780

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	85
AUM (Assets Under Management)	$ 10,200,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jerry L. Parrish

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerry Lee Parrish's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEMPSEY LORD SMITH, LLC

DEMPSEY LORD SMITH, LLC

EDWARD JONES

EDWARD JONES

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/13/2008

Series 63

Date: 10/7/2005

SIE

Date: 10/1/2018

Series 7

Date: 10/29/2008

Series 6

Date: 8/16/2005

Current Firm

JLP INVESTMENTS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JLP INVESTMENTS

TRUST BUT VERIFY

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