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Richard Joseph Stjohn

ST. John & Associates, Inc.

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About Richard Joseph Stjohn

Richard Stjohn is a financial advisor at St. John & Associates, Inc. Richard has been with the firm since 1992. Before joining St. John & Associates, Richard worked with Spalding & Company, and Pension Securities, Inc. Richard specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Richard is licensed in Florida and Georgia.

Firm Information

Richard Stjohn is currently registered with ST. John & Associates, Inc.. ST. John & Associates, Inc. is an investment advisor based in Roswell, GA. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They manage a total of $107,116,357 in regulatory assets under management for 632 accounts. The firm has 4 investment advisor representatives.
ST. John & Associates, Inc.

500 SUN VALLEY DRIVE SUITE D-3 & D-4

ROSWELL, GA 30076-1441

$107.12M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Retainers

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Richard Stjohn’s Registration & Firm History

GA

03/25/2003 - Present

ST. John & Associates, Inc. (ROSWELL, GA)

GA

01/17/1989 - 01/22/1993

SPALDING & COMPANY (ATLANTA GA)

NA

06/13/1991 - 09/09/1992

PENSION SECURITIES, INC.

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Licenses & Designations

IA

Issued 04/07/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/13/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/08/1991

Series 39 - Direct Participation Programs Principal Examination

BC

Issued 01/13/1989

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Joseph Stjohn.
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