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St Johns Investment Management Co (Jacksonville)


St Johns Investment Management Co is a large advisory firm based in Jacksonville. It manages $184.72 million of regulatory assets for 599 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 5 other states.

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St Johns Investment Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

St Johns Investment Management: assets under management

The assets under management (AUM) of St Johns Investment Management Co is $184.72 million. The firm's AUM has gone down by -24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $177.59 million in discretionary accounts and $7.14 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $317.12 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $182.95 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay St Johns Investment Management Co for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at St Johns Investment Management Co

Albert Julius Toole has been acting as President since 1 Jan 1984. Mario Andres Ramos joined the executive team most recently as the Director/Assistant Secretary.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Compass Bank Parent 1 Jan 1972 75% - 100% 63-0476286
Albert Julius Toole Chairman 1 Jan 1984 Other 4347438
Melvin Vickery Ridgway Director 1 Jan 1984 Other 4347471
David Thomas Albaneze President 1 May 1992 75% - 100% 708697
Daniel D Payne Vice president 1 Jul 1998 Other 3126312
David Wall Price Vice president 1 Jul 2000 Other 4347462
John L Allen President 1 Aug 2001 Other 3374
Gale Russell Creighton Vice president 1 Aug 2001 Other 4335620
David Thomas Albaneze Ceo & cio 1 Dec 2002 Other 708697
Daniel D Payne Vice president 1 Dec 2002 Other 3126312
David Wall Price Vice president 1 Dec 2002 Other 4347462
John L Allen President 1 Dec 2002 Other 3374
Gale Russell Creighton Vice president 1 Dec 2002 Other 4335620
Marc Douglas Follmer Assistant secretary 1 Dec 2002 Other 4620169
Jerry Wayne Powell Assistant secretary, dir. 1 Dec 2002 Other 1501043
Timothy Lyons Journy Treasurer 1 Dec 2002 Other 3120844
Dan Stevenson Ferguson Director 1 Dec 2002 Other 4367338
Garrett R Hegel Director 1 Dec 2002 Other 2472369
Kevin Lindsey Fein Svp, chief compliance officer 1 Dec 2002 Other 1702993
Joseph Byron Cartee Secretary 1 Dec 2002 Other 4620231
Compass Bank Parent 1 Dec 2002 75% - 100% 63-0476286
William Charles Helms Director 1 Jan 2003 Other 4625212
Kirk Paul Pressley Treasurer 1 Aug 2003 Other 4714214
Sharon Denise Taylor Cco 1 Aug 2005 Other 1338059
Lauren Elizabeth Jordan Chief compliance officer 1 Dec 2006 Other 5269572
Steve Kirkpatrick Vice president 1 Jun 2007 Other 5371357
Thomas E Birshop Senior vice president 1 Jun 2007 Other 5371359
Richard Garrison Assistant treasurer 1 Jun 2007 Other 4369176
Thomas E Bishop Senior vice president 1 Jun 2007 Other 5371359
David Wall Price Ceo 1 Oct 2008 Other 4347462
Peter Paulsen Assistant secretary 1 Oct 2008 Other 5608469
Stacy Lynn Hasty Coo 1 Oct 2008 Other 5577816
Peter William Paulsen Secretary 1 Jan 2010 Other 5608469
Brian Richard Herrick Assistant secretary 1 Jan 2010 Other 5742397
Mario Andres Ramos Director/assistant secretary 1 Mar 2010 Other 5742399
John Emery Sawyer Director 1 Mar 2010 Other 2398228

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Compass Bancshares Compass bank is a wholly-owned subsidiary of compass bancshares, inc. 1 Jan 1973 75% - 100% 63-0593897
S.A. Banco Bilbao Vizcaya Argentaria Owner 1 Sep 2007 75% - 100% 13-3491492
Inc. (Formerly Blue Transaction Corporation) Compass Bancshares Owner 1 Sep 2007 75% - 100% 20-8948381
Inc. (Tx) (Formerly Compass Bancshares Inc. [Tx] Formerly Blue Transaction Corporation) Bbva Usa Bancshares Owner compass bancshares, inc. (de) 1 Oct 2007 75% - 100% 20-8948381
Inc. (De) (Formerly Bbva Usa Bancshares Of Delaware Inc.) Compass Bancshares Owner of compass bank 1 Oct 2007 75% - 100% 52-2070698
Inc. (Tx) (Formerly Compass Bancshares Inc. [Tx] Formerly Blue Transaction Corporation) Bbva Usa Bancshares Owner compass bancshares, inc. (al) 1 May 2008 75% - 100% 20-8948381
Inc.(Al) Fmrly New Cb Inc.(Al) Sbm Of Compass Bancshares Inc.(De) Fmly Bbva Usa Bancshares Of De. Inc. Compass Bancshares Owner of compass bank 1 May 2008 75% - 100% 52-2070698

Based in Jacksonville

The principal office where St Johns Investment Management Co performs its advisory services is located at 10060 Skinner Lake Dr., Jacksonville, FL 32246, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 904-399-0662 or by fax 904-346-0047. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.stjohnsinvestment.com.


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