Nesteggs, Inc.

Nesteggs, Inc. (CRD# 133507) is a financial advisory firm headquartered in Jacksonville, FL. They manage $210,038,663 in 120 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    210
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $1,750,322
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 - 8 of 8 top financial advisors.
1
Irene Adelman
CRD#: 5447576
4745 Sutton Park Court, Suite 202, Jacksonville, FL 32224
93
Wealthminder
score

Irene Adelman (CRD# 5447576) is an Investment Advisor Representative working at Nesteggs, Inc. in Jacksonville, FL and has over 8 years of experience in the finance industry.

2
Kevin B. Cheezum
CRD#: 4736471
4745 Sutton Park Court, Suite 202, Jacksonville, FL 32224
93
Wealthminder
score

Kevin Cheezum (CRD# 4736471) is an Investment Advisor Representative working at Nesteggs, Inc. in Jacksonville, FL and has over 12 years of experience in the finance industry.

3
Alison I. Hollaway
CRD#: 5558726
4745 Sutton Park Court, Suite 202, Jacksonville, FL 32224
93
Wealthminder
score

Alison Hollaway (CRD# 5558726) is an Investment Advisor Representative working at Nesteggs, Inc. in Jacksonville, FL and has over 7 years of experience in the finance industry.

4
Constance C. Slimmon
CRD#: 2811848
4745 Sutton Park Court, Suite 202, Jacksonville, FL 32224
93
Wealthminder
score

Constance Slimmon (CRD# 2811848) is an Investment Advisor Representative working at Nesteggs, Inc. in Jacksonville, FL and has over 20 years of experience in the finance industry.

5
Robert F. Slimmon
CRD#: 804496
4745 Sutton Park Court, Suite 202, Jacksonville, FL 32224
93
Wealthminder
score

Robert Slimmon (CRD# 804496) is an Investment Advisor Representative working at Nesteggs, Inc. in Jacksonville, FL and has over 22 years of experience in the finance industry.

6
Sarah Gronvold
CRD#: 5715529
4745 Sutton Park Court, Suite 202, Jacksonville, FL 32224
90
Wealthminder
score

Sarah Gronvold (CRD# 5715529) is an Investment Advisor Representative working at Nesteggs, Inc. in Jacksonville, FL and has over 5 years of experience in the finance industry.

7
Kathleen L. Petry
CRD#: 6043653
Sharpsburg, GA
90
Wealthminder
score

Kathleen Petry (CRD# 6043653) is an Investment Advisor Representative working at Nesteggs, Inc. in Sharpsburg, GA and has over 4 years of experience in the finance industry.

8
Teressa S. Brunson
CRD#: 5969307
4745 Sutton Park Court, Suite 202, Jacksonville, FL 32224
76
Wealthminder
score

Teressa Brunson (CRD# 5969307) is an Investment Advisor Representative working at Nesteggs, Inc. in Jacksonville, FL and has over 2 years of experience in the finance industry.

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