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David P
Series 65
Jacksonville, FL
St. Johns Investment Management Company, LLC
David Price is a financial advisor at St. Johns Investment Management Company, LLC in Jacksonville, FL, holding a Series 65 designation and having 17 years of industry experience. He has been with St. Johns Investment Management Company since 2013 and is also affiliated with St. Johns Country Day School. St. Johns Investment Management Company provides continuous portfolio management to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a three-factor equity valuation process combining fundamental and technical analysis, focuses on individual bond purchases for fixed-income allocations, and offers discretionary and non-discretionary services tailored to client objectives and risk tolerance.
David P
CFA®
Jacksonville, FL
St. Johns Investment Management Company, LLC
David Price is a CFA® charterholder with 22 years of industry experience. He has been with St. Johns Investment Management Company, LLC since 2013. The firm provides continuous portfolio management to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. St. Johns uses a three-factor equity valuation process combining fundamental and technical analysis and typically purchases individual bonds for fixed-income allocations, managing accounts based on client objectives and risk tolerance.
Melanie M
Series 63, Series 65
Jacksonville, FL
St. Johns Investment Management Company, LLC
Melanie Magners is a financial advisor at St. Johns Investment Management Company, LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses with 22 years of industry experience. She has been with St. Johns Investment Management Company since 2013. St. Johns Investment Management Company provides portfolio management services to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a three-factor equity valuation process emphasizing fundamental and technical analysis and typically invests in large-cap U.S. equities, ETFs, fixed-income securities, and short-term cash investments.
Stephanie P
Series 65
Jacksonville, FL
St. Johns Investment Management Company, LLC
Stephanie Price is a financial advisor at St. Johns Investment Management Company, LLC in Jacksonville, FL, holding a Series 65 designation with 10 years of industry experience. She has been with St. Johns Investment Management since 2016. St. Johns Investment Management Company provides portfolio management and advisory services to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a three-factor equity valuation framework and generally purchases individual fixed-income securities, offering services that include discretionary and non-discretionary separately managed accounts.
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