NI
NESTEGGS, INC.
SEC RegisteredJACKSONVILLE, FLhttps://nesteggs401k.com904-348-3131
Assets Under Management
$500M–$1B
Employees
29
Office Locations
1 office
Total Accounts
759
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 135 | $20M |
| High Net Worth Individuals | 38 | $96M |
| Charitable Organizations | 443 | $795M |
0 total clients reported on Form ADV.
Leadership
Kevin Brooks Cheezum
CHIEF COMPLIANCE OFFICER AND PRESIDENT
Blake Austine Macklin
CHIEF FINANCIAL OFFICER
Office locations
1 office in 1 state
FL
JACKSONVILLEHQ
Advisors at this firm
10 advisors in the directory
Irene Adelman
Investment Adviser Representative
Jason Robert Bak
Investment Adviser Representative
Kevin Brooks Cheezum
Investment Adviser Representative
Kevin John Cress
Investment Adviser Representative
Alison Irene Hollaway
Investment Adviser Representative
Alexander Bullock Jenkins
Investment Adviser Representative
Blake Austine Macklin
Investment Adviser Representative
Lantz Allan Martin
Investment Adviser Representative
Nicholas Aidan Quinn
Investment Adviser Representative
Stephen James Quinn
Investment Adviser Representative
Regulatory & compliance
CRD number
#133507
SEC Number
801-63869
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
nesteggs401k.comPhone
904-348-3131Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NESTEGGS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.