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St. Johns Asset Management


James Neshewat, J.D. Photo
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James Neshewat, J.D.

Financial Advisor & Fiduciary

James Neshewat, J.D.

James Neshewat, J.D.

Financial Advisor & Fiduciary

Phone: (386) 385-5915
Fax: (386) 385-5916
Email: Jim@stjohnsasset.com

James "Jim" Neshewat has called North Florida home for 30 years. Jim is a graduate of The University of Central Florida with Bachelor's degrees in Economics and English Literature and obtained his law degree from Florida Coastal School of Law.

Jim helps identify tax-efficient estate and investment plans for his clients while implementing them in a seamless and effective manner to help achieve their goals. Jim brings strength to his clients' financial plans through his knowledge of various financial and legal avenues often overlooked by individuals and their advisors. By complementing existing plans and supplementing previous decisions, Jim helps his clients work toward financial success through his planning process that is client-focused through education, protection, and trust. 

Jim emphasizes that a quality financial plan requires a comprehensive approach that looks beyond investment and insurance positions. Jim is passionate about helping individuals make the right decisions in all areas that impact their financial future by embracing a holistic approach to protecting their clients' assets from unknown events, including market volatility, liability through lawsuits, taxes, and conditions that can compromise what their clients have worked for. 

Jim is active in his professional communities of law and financial advising and commits his time to educating fellow advisors and attorneys. Jim loves to spend time with his wife, Dallas, and three sons, Paul, Silas, and Jude. His hobbies include basketball, college football, and local charitable volunteering.

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Zachary Cohen

Financial Advisor & Fiduciary

Zachary Cohen

Zachary Cohen

Financial Advisor & Fiduciary

Phone: (386) 385-5915
Fax: (386) 385-5916
Email: Zach@stjohnsasset.com

A native Floridian, Zach grew up in Palm Beach Gardens and earned his Bachelor’s degree in Hospitality Management from Florida International University. From the beginning, Zach new his professional career would involve public relations and service. Now, as a Financial Advisor, his profession allows him to combine his talent for interpersonal relations with his business acumen. 

“It’s all about service and the relationship we develop with our clients.”

Beginning his career In 2011 as the Brokerage Director for the Guardian Life Insurance Company in Jacksonville, Zach specialized in disability income protection and estate preservation. Collaborating with Financial Advisors and Agents, throughout Northeast Florida, Zach diligently researched the best opportunities and strategies for asset protection. A charismatic speaker, Zach frequently educates medical residencies at UF Health, St. Vincent’s and other medical facilities on the importance of asset protection and understanding the options and solutions available to them.

“It’s really important to have adequate protection in place for the expected…and unexpected events in life!”

2016 became a pivotal year for Zach when he joined St. Johns Asset Management as a Financial Advisor. Concentrating on the responsibility of finding the uniqueness in each family and each individual client he works with, Zach provides solutions by providing skilled and unbiased solutions that match each client’s needs. Zach holds financial advisory licenses: series 6, series 65 security licenses and 2-15 life, accident and health insurance license and is currently completing the graduate Certified Financial Planning program through the University of Florida.

“This is a process that requires trust, getting to know my clients and finding the best financial strategies that offer protection and growth while meeting the unique parameters of each situation.”

Zach’s strengths and focus are in the areas of asset protection, business planning strategies and wealth management. However, when he’s not helping his clients securely plan for their futures, he’s passionate about music, golf, his Australian Shepherd, Reggie and his beautiful wife Cara and family.

“It’s all about finding that perfect balance!”

Insley A. Edgar Photo
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Insley A. Edgar

Practice Manager

 Insley A. Edgar

Insley A. Edgar

Practice Manager

Phone: (386) 385-5915
Fax: (386) 385-5916
Email: Insley@stjohnsasset.com

Insley has been the Practice Manager of St. Johns Asset Management since 2016. A native of Putnam County, Insley brings a Bachelor's Degree in Organizational Management and years of office management and client service experience to the firm.

Insley helps our advisors coordinate cash-flow designs and distribution strategies for St. Johns Asset Management clients and helps to keep their financial plans on track. She enjoys building relationships with clients and loves ending each day knowing that she has assisted them toward reaching their goals.

Insley is married to James Edgar, an attorney practicing in Jacksonville. They have one son, Kylar, and one daughter, Iris. Insley loves to bake – especially when her kids join in!

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Karen Lalonde

Operations & Account Specialist

Karen Lalonde

Karen Lalonde

Operations & Account Specialist

Phone: (386) 385-5915
Fax: (386) 385-5916
Email: Karen@stjohnsasset.com

Karen has over 25 years of experience in the financial services industry in advisory, management, support, and technology roles. As the operations and account specialist at St. Johns Asset Management, Karen ensures the efficiency effectuation our client’s financial plan implementation.

Her past experience includes Director of Training and Development, Registered Assistant, Technology Coach and Financial Specialist with two large wealth management firms.

She serves on the Board of Directors for Beaches Business Association, a community-based organization in Jacksonville's beach communities. Karen lives in Jacksonville with her menagerie of kitties, and has two children and two grandchildren. In her free time, she enjoys gardening, cooking, and spending time with family and friends.