JLP Investments

RIASEC Registered

Total AUM

$12.8M

Discretionary

$9M

70% of AUM

Avg account

$165K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Jacksonville, Florida
CRD number: 330948
Website: jlpinvestmentsinc.com
Custodians: CHARLES SCHWAB & CO., INC., CNB CUSTODY, AMERICAN TRUST CUSTODY
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI46.03%
Individuals29.59%
Pension & Profit Sharing Plans24.38%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

JLP Investments is an independent, privately held registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm offers a mix of financial planning and portfolio management services—covering individuals and small businesses—and includes pension consulting and third‑party adviser selection among its advisory capabilities. Its fee model is flexible, combining percentage-of-AUM billing with hourly and fixed fees and other fee arrangements. The firm is not an active ESG investor and does not present itself as a multi‑state adviser.