Skip to main content
Financial ServicesWealth Management✓ Verified
Palatka, Putnam County
Last verified: Thursday, October 22, 2026
St. Johns Asset Management, LLC — J.W. Cole Advisors, Inc.
About This Organization

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

Verified State & Regulatory Credentials
SEC Registered Investment Adviser / FINRA Firm: CRD# 112294 (SEC# 801-60722) & CRD# 124583Status: Active SEC Registered Investment Adviser

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.

FINRA / SEC Individual Advisor: CRD# 5810961 (James Philip Neshewat, J.D.)Status: Active Investment Adviser Representative & Principal

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.

Services Offered
SEC Fiduciary Portfolio Management & Custom Retirement Income Planning
J.D.-Integrated Estate, Revocable Trust & Legacy Wealth Coordination
401(k), 403(b), FRS DROP & Pension Rollover Asset Allocation
Tax-Aware Required Minimum Distribution (RMD) & Roth Conversion Sequencing
Closely Held Business Succession & Real Estate Liquidity Structuring
Long-Term Care Asset Preservation & Survivor Income Planning
Frequently Asked Questions

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).

Contact Information
Address
601 St. Johns Ave, Palatka, FL 32177
Hours
Mon-Fri 8:30 AM - 5:00 PM
Take Action

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.