Jacksonville, FL Baymeadows Way Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
St. Johns Investment Management Company, LLC
Supported
Firm-wide stats for St. Johns Investment Management Company, LLC
Total advisors
4Clients per advisor
60 HighAvg AUM per client
$1,516,365 HighHNW client ratio
46% HighAbout
St. Johns Investment Management Company provides continuous portfolio management and advisory services to a mix of individual clients (including high‑net‑worth individuals), trusts, estates, corporations, pension and profit‑sharing plans, and charitable organizations. It manages both discretionary and non‑discretionary separately managed accounts that typically combine large‑cap U.S. equities, ETFs and fixed‑income securities, and charges percentage‑of‑assets advisory fees while no longer requiring a minimum fee.
The firm’s investment process uses a three‑factor equity valuation framework that weights fundamental analysis at 70% and technical factors at 30%, drawing on independent research, broker‑dealer research and subscription services. For fixed‑income allocations it generally purchases individual securities rather than funds, conducts at least quarterly reviews of client accounts, and accommodates client‑directed brokerage and reasonable investment restrictions.
Noteworthy among the firm’s practices is the use of borrowing within separately managed accounts, a relatively uncommon feature for comparable team firms, with such borrowing and execution conducted through client custodians or platforms. The brochure also discloses participation in the Schwab Advisor Services program, the use of standing letters of authorization and direct fee debits (which the firm notes can result in constructive custody under SEC guidance), and the firm’s practice of aggregating or cross‑trading orders when advantageous.
Expertise
Location
7915 Baymeadows Way, Suite 230
Jacksonville FL 32256
Advisors at this office
4
Advisors at this office
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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