Jack Devon Niles
Investment adviser representative at Provise Management Group, LLC
22 yearsExperience
1 stateRegistered in
$2BFirm assets
38 yearsFirm in business
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Contact this firm
From SEC records
Firm's SEC record (opens in a new tab)How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Niles, Kight & Company, PllcNov 2010 to now
- Provise Management Group, LLCMay 2002 to now
- Kestra Investment Services, LLCJul 2004 to Dec 2023
- Nfp Advisor ServicesJul 2004 to Dec 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (FL).
Provise Management Group, LLC
$2BAssets managed
1,190Clients
19Advisers
38 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4167911
- Firm CRD
- 105375