David
Price

St. Johns Investment Management Company, LLC

CRD#5640608
Investment Advisor
in Jacksonville, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

David Price is a financial advisor based in Jacksonville, Florida, working with St. Johns Investment Management Company, LLC. David has previously held a position at St. Johns Investment Management Company, LLC. David has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, David is part of St. Johns Investment Management Company, LLC, which operates out of Jacksonville, Florida. The firm has 5 employees and manages assets totaling $312.2 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at St. Johns Investment Management Company, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

St. Johns Investment Management Company, LLC Brokerage Details

Total Assets Under Management

$312,200,976

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

5

FL Average: 62
Total Number of Accounts

564

FL Average: 2,474
Average Account Size

$553,548

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

2013 - Present (11 years)

St. Johns Investment Management Company, LLC

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

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

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started