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Melanie Moxley Magners

Melanie M. Magners

ST. JOHNS INVESTMENT MANAGEMENT COMPANY
JACKSONVILLE, FL 32256
Some features on this profile are disabled
CRD#: 4126003
Melanie Moxley Magners

Professional summary

Melanie Moxley Magners, CFP®, who also goes by Melanie A Leckwart, Melanie A. Leckwart, Melanie Ann Leckwart, Melanie Ann Moxley, Melanie Ann Wolanski, is a registered financial advisor currently at ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC located in Jacksonville, Florida.

Melanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Melanie has worked at 6 firms and has passed the Series 63, Series 65 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Melanie A Leckwart | Melanie A. Leckwart | Melanie Ann Leckwart | Melanie Ann Moxley | Melanie Ann Wolanski

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melanie Moxley Magners's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

December 20, 2013 - Present

ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC

Office #1: 7915 Baymeadows Way Suite 230, Jacksonville, FL 32256
RIA
CRD#: 169538
JACKSONVILLE, FL
Past

May 16, 2013 - December 13, 2013

BBVA SECURITIES INC.

BD
CRD#: 27060
JACKSONVILLE, FL
Past

February 22, 2012 - May 16, 2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
JACKSONVILLE, FL
Past

October 15, 2010 - December 13, 2013

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
HOUSTON, TX
Past

January 2, 2006 - October 15, 2010

ST JOHNS WEALTH MANAGEMENT

RIA
CRD#: 105564
JACKSONVILLE, FL
Past

September 1, 2000 - July 31, 2002

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
JACKSONVILLE, FL
Past

August 31, 2000 - July 31, 2002

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SJ
ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC
ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC

CRD#: 169538 / SEC#: 801-78956

RIA
Registered Investment Advisory firm - (3/18/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(12/20/2013)

Exams

State Security Law Exam
RR
Series 63
Date: 3/26/2012
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 9/1/2006
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/21/2012
General Securities Representative Examination

Current Firm

SJ
ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC
ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC

CRD#: 169538 / SEC#: 801-78956

RIA
Registered Investment Advisory firm - (3/18/2014 Approved)
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Contact information

Main Address
4500 Salisbury Rd Suite 350, Jacksonville, FL 32216
Mailing Address
Phone number
(904) 379-7903
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A: FIRM BROCHURE (1/21/2025)

Regulatory assets under management

Total Number of Accounts577
AUM (Assets Under Management)$ 342,491,722

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC

CRD#: 169538Jacksonville, FL 32256

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