James Neshewat

James "Jim" Neshewat has lived in North Florida for more than 30 years. He holds Bachelor's degrees in Economics and English Literature from the University of Central Florida and a law degree from the Florida Coastal School of Law. He combines legal and financial credentials, working both as a financial advisor and as an estate-planning attorney (he has also been listed as counsel with Hedstrom Law, P.A. in Palatka).

Since roughly 2013–2014 he has been the Owner/President of St. Johns Asset Management, LLC, a boutique wealth-management and financial-planning firm headquartered at 601 St. Johns Ave., Palatka, FL 32177. According to company profiles, the firm was founded around 2014 and today has about seven employees, including COO Insley A. Edgar, advisors Wade R. Hoag and Tom Troup, and client-services specialist Jamil Neshewat.

On the securities side, Jim is a registered financial advisor (SEC/FINRA CRD #5810961), historically affiliated with J.W. Cole Advisors, Inc. He has passed the Series 66 exam and is registered to advise clients in Florida. His practice centers on tax-efficient estate and investment strategies for individuals, families, business owners, and healthcare professionals, emphasizing a holistic view of investments, insurance, liability, taxes, and market volatility.

• Operates as a fiduciary wealth manager and estate-planning attorney, not a venture/angel investor. His "thesis" is comprehensive personal financial planning, not startup equity.
• Focuses on tax-efficient estate and investment strategies — protecting client assets against "market volatility, litigation liability, taxes, and unforeseen events."
• Serves individuals, families, business owners, and healthcare professionals in the North Florida region.
• Describes his approach as client-focused, built on "education, protection, and trust," looking "beyond investment and insurance positions" to a whole-picture financial plan.