Jack Devon Niles

PFS

Provise Management Group, LLC

23 Years of Experience

1 DisclosureMay Earn CommissionSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management

Provise Management Group, LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

1,183 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$1.8B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$3,000

Location

2432 Flagler Ave, Key West, FL, 33040

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2016

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jack is a managing partner and CPA at Niles, Kight & Company, PLLC, dedicating a significant amount of time to this role. He also owns NW&M Financial Consulting, Inc., works as an IAR and solicitor for Provise Management Group LLC, and owns a portion of the office building he works at through NILES KW1 LLC.

Employment History

Current Registrations

Provise Management Group, LLC

May 2002 - Present · 23 yrs 9 mos

Previous Registrations

Kestra Investment Services, LLCBroker

August 2004 - December 2023 · 19 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.