JN
Jack D. Niles
PROVISE MANAGEMENT GROUP
KEY WEST, FL 33040
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CRD#: 4167911
JN
Professional summary
Jack Devon Niles JR is a registered financial advisor currently at PROVISE MANAGEMENT GROUP, LLC located in Key West, Florida.
Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jack has worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 7 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.
1) Business Name: Niles, Kight & Company, PLLC - Investment Related: No - Address: 2432 Flagler Ave Key West FL 33040 - Nature of Business: Consulting; Tax/Accounting - Position: Partner - Title: Partner - Start Date: 10/28/2010 - Hours per month: 60% - 70% (96-112 hours) - Hours per month during trading hours: 60% - 70% (84 - 98 hours) - Duties: CPA for clients 2) Business Name: NW&M Financial Consulting, Inc. -Investment Related: Yes - Address: 2432 Flagler Ave. Key West FL 33040 - Nature of Business: using DBA name; Insurance - Position, Title or Relationship: Owner, President - Start Date: 4/25/2000 - Hours per month: 0% - 10% (0 - 16 hours) - Hours per month during trading hours: 0% - 10% (0 - 14 hours) - Duties: Firm management 3) Business Name: ProVise Management Group LLC - Investment Related: Yes - Address: 611 Druid Road Suite 105 Clearwater FL 33756 - Nature of Business: Insurance; Investment Advisory services - Position, Title or Relationship: Other, IAR and solicitor - Start Date: 3/1/2000 - Hours per month: 10% - 20% (16 - 32 hours) - Hours per month during trading hours: 10% - 20% (14 - 28 hours) - Duties: IAR & Solicitor 4) Business Name: NILES KW1 LLC - Investment Related: No - Address: 2432 Flagler Ave. Key West FL 33040 - Nature of Business: Real Estate Position, - Title or Relationship: Member - Start Date: 10/17/2017 - Hours per month: 0% - 5% (0 - 8 hours) - Hours per month during trading hours: 0% - 5% (0 - 7 hours) - Duties: Ownership of 50% of office building that I work at and report net rental income on personal tax return.
CRS (Client Relationship Summary) - RIA
Click below to view Jack Devon Niles JR's 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®
NoneExperience
Current
May 1, 2002 - Present
PROVISE MANAGEMENT GROUP, LLC
Office #1: 2432 Flagler Ave, Key West, FL 33040RIA
CRD#: 105375
KEY WEST, FL
Past
August 2, 2004 - December 31, 2023
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
KEY WEST, FL
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".
PM
PROVISE MANAGEMENT GROUP, LLC
PROVISE MANAGEMENT GROUP INC | PROVISE MANAGEMENT GROUP, LLC
CRD#: 105375 / SEC#: 801-32172
RIA
Registered Investment Advisory firm - (6/2/1988 Approved)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(5/1/2002)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PM
PROVISE MANAGEMENT GROUP, LLC
PROVISE MANAGEMENT GROUP INC | PROVISE MANAGEMENT GROUP, LLC
CRD#: 105375 / SEC#: 801-32172
RIA
Registered Investment Advisory firm - (6/2/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
611 Druid Rd E. Ste 105, Clearwater, FL 33756
Mailing Address
Phone number
(727) 441-9022
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,439 |
| AUM (Assets Under Management) | $ 1,804,308,550 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/23/2025 | ||
| 01/16/2025 | ||
| 11/01/2023 | ||
| 12/07/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PROVISE MANAGEMENT GROUP, LLC
CRD#: 105375Key West, FL 33040TRUST BUT VERIFY
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