Kevin B. Cheezum

NESTEGGS

JACKSONVILLE, FL 32224-0253

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CRD#: 4736471

Professional summary

Kevin Brooks Cheezum, who also goes by Kevin Cheezum, is a registered financial advisor currently at NESTEGGS, INC. located in Jacksonville, Florida.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Kevin has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin Cheezum

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 Kevin Brooks Cheezum'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

February 16, 2005 - Present

NESTEGGS, INC.

Office #1: 4745 Sutton Park Court Suite 202, Jacksonville, FL 32224-0253

RIA

CRD#: 133507

JACKSONVILLE, FL

Past

January 27, 2004 - April 20, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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
(2/16/2005)

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 66

Date: 3/11/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/26/2004

General Securities 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)

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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.

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Kevin B. Cheezum

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Brooks Cheezum's CRS (Customer Relationship Summary).

Certified licenses

Experience

NESTEGGS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

NESTEGGS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/11/2004

Series 7

Date: 1/26/2004

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

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