Nesteggs Retirement Plan Services, Inc.
● SEC registered since 2005CRD 133507SEC# 801-63869Jacksonville, FL
Reg. AUM
$911.3M
Employees
29
Accounts
759
Location
Jacksonville, FL
Nesteggs Retirement Plan Services, Inc. assets under management
Nesteggs Retirement Plan Services, Inc. is a registered investment adviser overseen by the SEC based in Jacksonville, FL. The firm has been registered since 2005. It reports $911.3 million in regulatory assets under management and employs 29 people.
Nesteggs Retirement Plan Services, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Bullock Jenkins Control | Chief Revenue Officer | 25-50% | 2024 |
| Blake Austine MacKlin Control | Chief Financial Officer | 25-50% | 2016 |
| Kevin Brooks Cheezum Control | Chief Compliance Officer And President | 25-50% | 2018 |
Frequently asked questions
How much does Nesteggs Retirement Plan Services, Inc. manage?
Nesteggs Retirement Plan Services, Inc. reports $911.3 million in regulatory assets under management on its Form ADV.
How many employees does Nesteggs Retirement Plan Services, Inc. have?
Nesteggs Retirement Plan Services, Inc. reports 29 employees.
Where is Nesteggs Retirement Plan Services, Inc. located?
Nesteggs Retirement Plan Services, Inc. is based in Jacksonville, FL and has been SEC-registered since 2005.
Does Nesteggs Retirement Plan Services, Inc. disclose fund performance?
Nesteggs Retirement Plan Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10407 Centurion Parkway North, Suite 126, Jacksonville, FL 32256 |
| Phone | 904-348-3131 |
| Fax | 904-348-3136 |
| Office hours | 7:00 a.m. - 4:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$911.3M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$911.3Mregulatory AUM
Discretionary $822.9MNon-discretionary $88.4M