Unclaimed Profile

Melanie Moxley Magners

ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC·JACKSONVILLE, Florida

Series 7, Series 63, Series 65Clean record25 years registeredST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC

4500 SALISBURY RD, JACKSONVILLE, FL 32216CRD# 4126003Firm CRD# 169538

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Melanie Moxley Magners · JACKSONVILLE, FL

Registration

CRD #4126003 · ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC · 25 years registered

Brand Profile

Not yet started

Career History

ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC

Dec 2013 – present

BBVA WEALTH SOLUTIONS INC.

Oct 2010 – Dec 2013

HOUSTON, TX

ST JOHNS WEALTH MANAGEMENT

Jan 2006 – Oct 2010

JACKSONVILLE, FL

CHARLES SCHWAB & CO., INC.

Sep 2000 – Jul 2002

JACKSONVILLE, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 1, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC

CRD 169538 · SEC 801-78956

AUM

$312M

Regulatory assets under management

Employees

564 client accounts

Services offered by ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does Melanie Moxley Magners offer?

Melanie Moxley Magners specializes in Investment Management, Wealth Management. Contact their office in JACKSONVILLE, Florida for a consultation.

What are Melanie Moxley Magners's credentials?

Melanie Moxley Magners is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melanie Moxley Magners located?

Melanie Moxley Magners is based in JACKSONVILLE, Florida, working with ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.

How does Melanie Moxley Magners charge for services?

Melanie Moxley Magners's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC?

ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC has approximately 5 employees and manages $312M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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