AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
JY

John R. Yaissle

Some features on this profile are disabled
CRD#: 473902
JY

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John R Yaissle, who also goes by John Raymond Yaissle, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1967. John had worked at 11 firms and has passed the SIE, Series 1 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Raymond Yaissle

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 23, 2014 - November 12, 2020

DEEP DRAFT CONSULTING, LLC

RIA
CRD#: 170137
ALLENTOWN, PA
Past

January 26, 2011 - July 14, 2016

CORNERSTONE FINANCIAL CONSULTANTS LTD

RIA
CRD#: 105405
ALLENTOWN, PA
Past

January 3, 2011 - October 9, 2020

M HOLDINGS SECURITIES, INC.

BD
CRD#: 43285
ALLENTOWN, PA
Past

February 9, 2006 - January 27, 2011

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

RIA
CRD#: 138638
BETHLEHEM, PA
Past

July 8, 2004 - December 31, 2010

CORNERSTONE INSTITUTIONAL INVESTORS, INC.

RIA
CRD#: 44664
ALLENTOWN, PA
Past

January 4, 1999 - March 2, 2006

YCS ASSET MANAGEMENT, INC.

RIA
CRD#: 109504
BETHLEHEM, PA
Past

June 24, 1998 - December 31, 2010

CORNERSTONE INSTITUTIONAL INVESTORS, INC.

BD
CRD#: 44664
ALLENTOWN, PA
Past

February 19, 1991 - April 28, 2010

CORNERSTONE FINANCIAL CONSULTANTS LTD

RIA
CRD#: 105405
ALLENTOWN, PA
Past

September 17, 1987 - December 16, 1992

OGILVIE SECURITY ADVISORS CORPORATION

BD
CRD#: 10105
CHICAGO, IL
Past

August 26, 1987 - July 22, 1998

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

August 21, 1984 - February 3, 1986

CORNERSTONE FINANCIAL PLANS, LTD.

BD
CRD#: 15209
Past

April 27, 1984 - September 21, 1987

LOWRY FINANCIAL SERVICES CORPORATION

BD
CRD#: 7291
Past

October 16, 1967 - February 27, 1984

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 1
Date: 9/26/1967
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


DD
DEEP DRAFT CONSULTING, LLC
DEEP DRAFT CONSULTING, LLC

CRD#: 170137 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (4/23/2014 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
4905 Tilghman Street Suite 100, Allentown, PA 18104
Mailing Address
Phone number
(610) 437-1375
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

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.

Company Information


DEEP DRAFT CONSULTING, LLC

CRD#: 170137

TRUST BUT VERIFY

Monitor John Yaissle

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.