Stephanie
Price
St. Johns Investment Management Company, LLC
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About this Advisor
Stephanie Price is a financial advisor working out of Jacksonville, Florida with 7 years of relevant experience. Price is currently employed by St. Johns Investment Management Company, LLC. Their career trajectory has included roles at St. Johns Investment Management Company, LLC and University Of North Florida. Price maintains a Series 65 license, designating them as an investment advisor representative, and is approved to operate in Florida and Texas. St. Johns Investment Management Company, LLC is a financial advisory company that has its headquarters in Jacksonville, FL. It administers $281 million in assets among its 548 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 548 client accounts, 47% are associated with high-net-worth clients who have more than $1 million in investable assets. St. Johns Investment Management Company, LLC performs a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services largely are based on which service is offered. Fee types charged by St. Johns Investment Management Company, LLC likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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St. Johns Investment Management Company, LLC Brokerage Details
$280,830,060
5
548
$512,464
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Stephanie Price Work History
Stephanie has been registered as a financial advisor for 7 years.*
St. Johns Investment Management Company, LLC
University Of North Florida
*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 Stephanie 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
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
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