Claim Profile
KC

Kevin Brooks Cheezum

NESTEGGS RETIREMENT PLAN SERVICES, INC.·JACKSONVILLE, Florida
Unclaimed Profile
10407 CENTURION PARKWAY NORTH, JACKSONVILLE, FL 32256CRD# 4736471Firm CRD# 133507
01

About

Kevin Brooks Cheezum is a registered financial advisor based in JACKSONVILLE, Florida, affiliated with NESTEGGS RETIREMENT PLAN SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
NESTEGGS RETIREMENT PLAN SERVICES, INC.
NESTEGGS, INC.
AUM
$484M
Regulatory assets under management
Employees
18
Total firm employees
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4736471
Firm CRD# 133507
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in JACKSONVILLE?

Browse all registered financial advisors in JACKSONVILLE, Florida or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kevin Brooks Cheezum offer?
Kevin Brooks Cheezum specializes in Investment Management. Contact their office in JACKSONVILLE, Florida for a consultation.
What are Kevin Brooks Cheezum's credentials?
Kevin Brooks Cheezum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Brooks Cheezum located?
Kevin Brooks Cheezum is based in JACKSONVILLE, Florida, working with NESTEGGS RETIREMENT PLAN SERVICES, INC.. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.
How does Kevin Brooks Cheezum charge for services?
Kevin Brooks Cheezum's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NESTEGGS RETIREMENT PLAN SERVICES, INC.?
NESTEGGS RETIREMENT PLAN SERVICES, INC. has approximately 18 employees and manages $484M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty