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Justin Clark Niles

CRD# 6344997·Registered 2014 - 2023
Previously Registered: Being a previously registered professional could mean that Justin is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Justin Clark Niles was a registered financial advisor. Justin was a previously registered financial professional and started their career in finance 2014 - 2023. Justin had worked at 1 firm and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

12 years in the financial services industry

Current & Past Employments

COVE FIVE CAPITAL, LLC·CRD# 171797
RIA
Springfield, IL
July 3, 2014 - June 13, 2023

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Current Firm

CF
COVE FIVE CAPITAL, LLC

COVE FIVE CAPITAL, LLC

CRD#: 171797

Contact Information

Main Address

Springfield, IL

Phone Number

(217) 299-0595

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

18

AUM (Assets Under Management)

$2,036,457

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

I am a 50% owner of JRJ Fitness, LLC, a company that provides fitness services. This is not investment-related. The Company's mailing address is 4009 Felland Rd. Ste. 113, Madison, WI 53718. I perform accounting and occassional other operational functions when needed. I devote less than 16 hours of my time each month, and less than 8 hours per month during regular stock market trading hours. I have been part owner, starting as 33% owner in 2017, increasing to 50% owner in 2019.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2014About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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