David
Price

St. Johns Investment Management Company, LLC

CRD#4347462
Investment Advisor
in Jacksonville, FL

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About this Advisor

David Price is a chartered financial analyst who works in Jacksonville, Florida with a total of 10 years of relevant experience. Price is an advisor for St. Johns Investment Management Company, LLC. Their career trajectory has included roles at Compass Bank, Bbva Wealth Solutions Inc, Bbva Compass Investment Solutions, Inc, Bbva Securities Inc and St. Johns Investment Management Company, LLC. Price can operate in Florida and Texas. St. Johns Investment Management Company, LLC is a company that has its headquarters in Jacksonville, FL. It administers $281 million in total assets among its 548 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 548 customer accounts, 47% are held by high-net-worth investors who have at least $1 million in investable assets. St. Johns Investment Management Company, LLC provides a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees largely depend on which services the firm provides the client. However, fee types charged by St. Johns Investment Management Company, LLC can be comprised of asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7915 Baymeadows Way Suite 230
Jacksonville, FL 32256

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St. Johns Investment Management Company, LLC Brokerage Details

Total Assets Under Management

$280,830,060

FL Average: $1,855,561,029
Total Number of Employees

5

FL Average: 62
Total Number of Accounts

548

FL Average: 2,474
Average Account Size

$512,464

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

David Price Work History

David has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

St. Johns Investment Management Company, LLC

2013 - 2013 (< 1 year)

Bbva Securities Inc

2011 - 2013 (2 years)

Bbva Compass Investment Solutions, Inc

2010 - 2014 (4 years)

Bbva Wealth Solutions Inc

2002 - 2014 (12 years)

Compass Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Price to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at St. Johns Investment Management Company, LLC

Stephanie Price
Jacksonville, FL
Melanie Magners
Jacksonville, FL
David Price
Jacksonville, FL
David Price
Jacksonville, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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