| 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 |
Nesteggs Retirement Plan Services, Inc. reports $724.7 million in regulatory assets under management on its Form ADV.
Nesteggs Retirement Plan Services, Inc. reports 23 employees.
Nesteggs Retirement Plan Services, Inc. is based in Jacksonville, FL and has been SEC-registered since 2005.
Nesteggs Retirement Plan Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $661.4M |
| Non-discretionary | $63.3M |
| Total (RAUM) | $724.7M |