Headquartered in historic downtown Palatka at 601 St. Johns Avenue — two blocks west of the Putnam County Courthouse — St. Johns Asset Management, LLC (delivering fiduciary investment advisory services through SEC-registered J.W. Cole Advisors, Inc., CRD #112294, SEC File #801-60722, and brokerage services through J.W. Cole Financial, Inc., CRD #124583) is an independent Putnam County wealth management and retirement planning firm. Founded and led by Chief Executive Officer and Principal James Philip ('Jim') Neshewat, J.D. (Individual CRD #5810961; B.A. in Economics, University of Central Florida; J.D., Florida Coastal School of Law; also an active Florida Bar member), the firm integrates fiduciary portfolio management with J.D.-level fluency in revocable and irrevocable trust structures, homestead succession, business exit planning, and tax-efficient RMD and Roth conversion strategies for seniors across Palatka, East Palatka, Satsuma, Welaka, Crescent City, and Interlachen.
Official Verification Sources: FINRA BrokerCheck — James Philip Neshewat (CRD# 5810961); St. Johns Asset Management, LLC — Palatka
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: St. Johns Asset Management, LLC provides fiduciary investment advisory services through SEC-registered J.W. Cole Advisors, Inc. (CRD #112294, SEC File #801-60722) and securities through J.W. Cole Financial, Inc. (CRD #124583) at 601 St. Johns Ave, Palatka, FL 32177.
Issuer: FINRA BrokerCheck / SEC IAPD
Notes: Founder and CEO James Philip ('Jim') Neshewat, J.D. (Individual CRD #5810961) is an active SEC Investment Adviser Representative in downtown Palatka.
Factual details and direct answers about St. Johns Asset Management, LLC — J.W. Cole Advisors, Inc.'s services, licensing, and credentials.
How does St. Johns Asset Management in Palatka coordinate investment management with estate planning?
Founder and CEO James P. ('Jim') Neshewat, J.D. (CRD #5810961) is both an SEC-registered Investment Adviser Representative with J.W. Cole Advisors, Inc. (CRD #112294) and a licensed Florida attorney, enabling seamless alignment between retirement account beneficiary designations, trust funding, and tax-efficient portfolio withdrawals.
Where is St. Johns Asset Management located in Palatka?
St. Johns Asset Management is located at 601 St. Johns Avenue in downtown Palatka, FL 32177 ((386) 385-5915).
Connect with complementary legal, financial, and residential providers serving seniors in Palatka and Putnam County.
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
J. Trent Higginbotham, ChFC®, CRPC™ & James W. Crouse — Ameriprise Financial Services, LLC
Palatka, Putnam County
Edward Jones — Luke W. Mutchie & Ryan K. Adams (Palatka Branch)
Palatka, Putnam County
Ginn Financial Group, Inc. — John A. ('Jay') Ginn III, ChFC®, CLU®, LUTCF® (Eagle Strategies LLC)
Palatka, Putnam County
VyStar Investment Services — Miranda M. Kimball, CRPC™ & Edwin L. Cunningham (LPL Financial LLC)
Palatka, Putnam County
Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.