Stephanie
Price

St. Johns Investment Management Company, LLC

CRD#6669728
Investment Advisor
in Jacksonville, FL

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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

Series 65

Years Registered*

7 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

Stephanie Price Work History

Stephanie has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

St. Johns Investment Management Company, LLC

2009 - 2016 (7 years)

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

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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