Chief Compliance Officer · The Nestegg Group, Inc.
Jeffery T. Laske
CRD 4518284 · Named on Form ADV at one SEC-registered adviser
At a glance
The Nestegg Group, Inc., an SEC-registered wealth manager based in Lincolnwood, IL with $331 million in regulatory assets, lists Jeffery T. Laske on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- The Nestegg Group, Inc.Chief Compliance OfficerWealth manager · Lincolnwood, IL · $331M in regulatory assets
AtlasMembers
Jeffery’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Steven C. GoodmanPresident, The Nestegg Group, Inc.
- Akiva R. GoodmanRegistered Investment Adviser, The Nestegg Group, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffery’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.