J T. Corle
Professional summary
J Timothy Corle, CFP®, who also goes by J. Timothy Corle, Jonathan Timothy Corle, Tim Corle, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Wayne, Pennsylvania and KESTRA INVESTMENT SERVICES, LLC located in Wayne, Pennsylvania.
J is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. J has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view J Timothy Corle's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
April 19, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 955 Chesterbrook Blvd, Suite 310, Wayne, PA 19087April 15, 1998 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 955 Chesterbrook Blvd, Suite 310, Wayne, PA 19087March 5, 2009 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
October 20, 2004 - December 31, 2015
TYCOR ASSET MANAGEMENT, INC.
January 19, 1996 - April 15, 1998
WALNUT STREET SECURITIES, INC.
Primary Firm SEC Registration
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/23/2012)
(5/27/2025)
(10/13/2023)
(4/20/1998)
(11/26/2025)
(1/4/2002)
(10/13/2023)
(9/3/2025)
(12/15/2023)
(11/21/2008)
(4/22/2021)
(1/7/2025)
(4/28/1998)
(8/11/2005)
(10/13/2023)
(7/1/2025)
(4/15/1998)
(4/19/2016)
(9/30/2024)
(9/13/2023)
(10/6/2022)
(1/7/2025)
(12/5/2007)
(6/24/2016)
(5/17/2024)
(7/15/2025)
Exams
FINRA
Current Firm
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
Red Flags
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.
