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Stephanie Denise Price

St. Johns Investment Management Company, LLC

Jacksonville, FL

CRD 6669728

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Employer firm

St. Johns Investment Management Company, LLC CRD 169538

$375M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
St. Johns Investment Management Company, Llc

4500 Salisbury Rd Suite 350, Jacksonville, FL 32216 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-05
TX RA APPROVED 2016-09-26
  • FL RA
    APPROVED
    Since 2025-11-05
  • TX RA
    APPROVED
    Since 2016-09-26

Branch Locations

7915 Baymeadows Way Suite 230, Jacksonville, FL 32256 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
St. Johns Investment Management Company, Llc Jacksonville FL 02/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-26
  • S65 Uniform Investment Adviser Law Examination
    2016-09-26
Other Names
  • Stephanie Denise Baltzegar

View on SEC IAPD

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Nearby Investors

ANTHONY JOSEPH DE BELLIS
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JORDAN Christopher LACY

Nearby Offices

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MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL

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