Jack Devon Niles

Employer firm

Provise Management Group, LLC CRD 105375

$2.03B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2004 → 12/2023
  Nfp Advisor Services
  Austin, TX
• 11/2010 → Present
  Niles, Kight & Company, Pllc
  Key West, FL
• 07/2004 → 12/2023
  Kestra Investment Services, Llc
  Key West, FL

Other Businesses

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: Clearwater FL 33759 - 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.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-09-02
• S65 Uniform Investment Adviser Law Examination
  2000-05-23