Nesteggs, Inc.

Nesteggs, Inc. (CRD# 133507) is a financial advisory firm headquartered in Jacksonville, FL. They manage $249,532,350 in 278 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
10407 Centurion Parkway North, Suite 126, Jacksonville, FL 32256
https://www.nesteggs401k.com
By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    278
    ACCOUNTS
  • Average Account Value
    $897,598
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, MA, NH

Financial Advisors at Nesteggs, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Irene Adelman, financial advisor Jacksonville FL
Irene Adelman
CRD#: 5447576
4745 Sutton Park Court, Suite 202, Jacksonville, FL 32224

Irene Adelman (CRD# 5447576) is an Investment Advisor Representative working at Nesteggs, Inc. in Jacksonville, FL and has over 12 years of experience in the finance industry.

2
Kevin Cheezum, financial advisor Jacksonville FL
Kevin B. Cheezum
CRD#: 4736471
4745 Sutton Park Court, Suite 202, Jacksonville, FL 32224

Kevin Cheezum (CRD# 4736471) is an Investment Advisor Representative working at Nesteggs, Inc. in Jacksonville, FL and has over 16 years of experience in the finance industry.

3
Sarah Gronvold, financial advisor Jacksonville FL
Sarah Gronvold
CRD#: 5715529
10407 Centurion Parkway North, Suite 126, Jacksonville, FL 32256

Sarah Gronvold (CRD# 5715529) is an Investment Advisor Representative working at Nesteggs, Inc. in Jacksonville, FL and has over 9 years of experience in the finance industry.

4
Alison Hollaway, financial advisor Jacksonville FL
Alison I. Hollaway
CRD#: 5558726
10407 Centurion Parkway North, Suite 126, Jacksonville, FL 32256

Alison Hollaway (CRD# 5558726) is an Investment Advisor Representative working at Nesteggs, Inc. in Jacksonville, FL and has over 11 years of experience in the finance industry.

5
Alexander Jenkins, financial advisor Jacksonville FL
Alexander B. Jenkins
CRD#: 6998053
10407 Centurion Parkway North, Suite 126, Jacksonville, FL 32256

Alexander Jenkins (CRD# 6998053) is an Investment Advisor Representative working at Nesteggs, Inc. in Jacksonville, FL and has over 2 years of experience in the finance industry.

6
Blake Macklin, financial advisor Jacksonville FL
Blake A. Macklin
CRD#: 6751415
10407 Centurion Parkway North, Suite 126, Jacksonville, FL 32256

Blake Macklin (CRD# 6751415) is an Investment Advisor Representative working at Nesteggs, Inc. in Jacksonville, FL and has over 3 years of experience in the finance industry.

7
Constance Slimmon, financial advisor Jacksonville FL
Constance C. Slimmon
CRD#: 2811848
4745 Sutton Park Court, Suite 202, Jacksonville, FL 32224

Constance Slimmon (CRD# 2811848) is an Investment Advisor Representative working at Nesteggs, Inc. in Jacksonville, FL and has over 24 years of experience in the finance industry.

8
Robert Slimmon, financial advisor Jacksonville FL
Robert F. Slimmon
CRD#: 804496
4745 Sutton Park Court, Suite 202, Jacksonville, FL 32224

Robert Slimmon (CRD# 804496) is an Investment Advisor Representative working at Nesteggs, Inc. in Jacksonville, FL and has over 26 years of experience in the finance industry.

9
Jason Bak, financial advisor Jacksonville FL
Jason R. Bak
CRD#: 7295238
10407 Centurion Parkway North, Suite 126, Jacksonville, FL 32256

Jason Bak (CRD# 7295238) is an Investment Advisor Representative working at Nesteggs, Inc. in Jacksonville, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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