Wealth Management Firm – St. Johns Asset Management, LLC
St. Johns Asset Management, LLC is an independent, fiduciary-based financial advisory firm operating in Florida. The practice serves physicians, business owners, and individuals who are in or approaching retirement, offering services intended to help clients navigate financial markets, build wealth, and protect their financial futures.
The firm maintains three physical offices in Northeast Florida. The Jacksonville office is at 5233 San Jose Blvd. Suite 1, reachable at 904-644-7803 and open Monday through Friday from 8:30 AM to 5:00 PM. The St. Augustine office is at 134 Riberia St. Suite 102, reachable at 904-605-7600 by appointment. The Palatka office is at 601 St. Johns Avenue, reachable at 386-385-5915 and open Monday through Friday from 8:30 AM to 5:00 PM.
Service offerings include wealth strategies, financial planning, and advisory services, with an emphasis on prioritizing client needs, industry experience, client education, and long-term relationship management. The firm frames financial planning as an ongoing process, noting that careers evolve, families grow, and priorities shift over time, and it states that it recommends only the strategies and products that best meet a client’s needs. Complimentary consultations are offered to prospective clients.
Securities are offered through J.W. Cole Financial (JWC) and advisory services through J.W. Cole Advisors, Inc. (JWCA), with JWC noted as a member of FINRA and SIPC. The website references the California Consumer Privacy Act and provides access to FINRA BrokerCheck for background verification of the firm and its representatives.
General contact is available at admin@stjohnsasset.com, with the Jacksonville location at (904) 644-7803 serving as the primary number. Operating across Jacksonville, St. Augustine, and Palatka, the firm presents its independence, fiduciary orientation, and multi-office presence as the framework for working with retirement-focused clients throughout the region.