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SP

Stephanie D. Price

ST. JOHNS INVESTMENT MANAGEMENT COMPANY
JACKSONVILLE, FL 32256
Some features on this profile are disabled
CRD#: 6669728
SP

Professional summary

Stephanie Denise Price, who also goes by Stephanie Denise Baltzegar, is a registered financial advisor currently at ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC located in Jacksonville, Florida.

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Stephanie has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Stephanie Denise Baltzegar

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 Stephanie Denise Price'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®
None

Experience

Current

September 26, 2016 - Present

ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC

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

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
(9/30/2016)
IAR
Texas
(9/26/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/26/2016
Uniform Investment Adviser Law 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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