Jonathan D. Irish

NESTEGGS

Roswell, GA

Some features on this profile are disabled

CRD#: 3127574

Professional summary

Jonathan David Irish is a registered financial advisor currently at NESTEGGS, INC. located in Roswell, Georgia.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jonathan has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan David Irish's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 29, 2025 - Present

NESTEGGS, INC.

RIA

CRD#: 133507

Roswell, GA

Past

October 21, 2021 - September 26, 2023

PRINCIPAL SECURITIES, INC.

CRD#: 1137

ATLANTA, GA

Past

April 19, 2007 - January 21, 2015

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

ATLANTA, GA

Past

February 2, 2000 - March 21, 2007

MFS FUND DISTRIBUTORS, INC.

CRD#: 31052

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NESTEGGS, INC.

NESTEGGS RETIREMENT PLAN SERVICES, INC. | NESTEGGS, INC.

CRD#: 133507 / SEC#: 801-63869

RIA

Registered Investment Advisory firm - (2/10/2005 Approved)

Florida

Registered Investment Advisory firm - (2/25/2005 Terminated)

Ohio

Registered Investment Advisory firm - (1/6/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/22/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/11/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 1/31/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

NESTEGGS, INC.

NESTEGGS RETIREMENT PLAN SERVICES, INC. | NESTEGGS, INC.

CRD#: 133507 / SEC#: 801-63869

RIA

Registered Investment Advisory firm - (2/10/2005 Approved)

Florida

Registered Investment Advisory firm - (2/25/2005 Terminated)

Ohio

Registered Investment Advisory firm - (1/6/2024 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

10407 Centurion Parkway North Suite 126, Jacksonville, FL 32256

Mailing Address

Phone number

(904) 348-3131

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NESTEGGS 2025 WRAP FEE PROGRAM BROCHURE FOR RETAIL CLIENTS (3/25/2025)

NESTEGGS 2025 FIRM BROCHURE FOR PLAN CLIENTS (3/25/2025)

Regulatory assets under management

Total Number of Accounts	608
AUM (Assets Under Management)	$ 724,718,727

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jonathan D. Irish

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan David Irish's CRS (Customer Relationship Summary).

Certified licenses

Experience

NESTEGGS, INC.

PRINCIPAL SECURITIES, INC.

TRANSAMERICA INVESTORS SECURITIES, LLC

MFS FUND DISTRIBUTORS, INC.

Primary Firm SEC Registration

NESTEGGS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/22/2025

Series 63

Date: 3/11/2022

Series 6

Date: 1/31/2000

Current Firm

NESTEGGS, INC.

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NESTEGGS, INC.

TRUST BUT VERIFY

Similar Advisors