Johnathan Pierce Timko
CFP®Professional Summary
Johnathan Pierce Timko, CFP®, who also goes by Pierce Timko, is a registered financial advisor currently at DAVID VAUGHAN INVESTMENTS, LLC located in Winter Park, Florida. Johnathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Johnathan has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Pierce Timko
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
THE MARSHALL FINANCIAL GROUP LLC
OPPENHEIMER & CO. INC.
NAVIAN CAPITAL SECURITIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
THE MARSHALL FINANCIAL GROUP LLC
OPPENHEIMER & CO. INC.
NAVIAN CAPITAL SECURITIES LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
THE MARSHALL FINANCIAL GROUP LLC
OPPENHEIMER & CO. INC.
NAVIAN CAPITAL SECURITIES LLC
Disclosures on record.
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
THE MARSHALL FINANCIAL GROUP LLC
OPPENHEIMER & CO. INC.
NAVIAN CAPITAL SECURITIES LLC
Credentials
Years of Experience
20 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
THE MARSHALL FINANCIAL GROUP LLC
OPPENHEIMER & CO. INC.
NAVIAN CAPITAL SECURITIES LLC
Current Firm
DAVID VAUGHAN INVESTMENTS INC | DAVID VAUGHAN INVESTMENTS, LLC
Contact Information
Main Address
5823 N Forest Park Drive, Peoria, IL 61614-3559Phone Number
(309) 685-0033# of Employees
48SEC notice filing (25 States and Territories)
Registered to provide investment advisory services in 25 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
4,288AUM (Assets Under Management)
$5,331,382,823Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2026 | Cover Page | Report |
| 02/26/2026 | Cover Page | Report |
| 03/22/2025 | Cover Page | Report |
| 11/20/2023 | Cover Page | Report |
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
THE MARSHALL FINANCIAL GROUP LLC
OPPENHEIMER & CO. INC.
NAVIAN CAPITAL SECURITIES LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
THE MARSHALL FINANCIAL GROUP LLC
OPPENHEIMER & CO. INC.
NAVIAN CAPITAL SECURITIES LLC
Primary Firm SEC Registration
DAVID VAUGHAN INVESTMENTS INC | DAVID VAUGHAN INVESTMENTS, LLC
State Registrations and Notice Filings
(11/16/2016)
(1/15/2025)
(7/20/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Apr 2008About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Feb 2008About the Series 9 examSimilar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
THE MARSHALL FINANCIAL GROUP LLC
OPPENHEIMER & CO. INC.
NAVIAN CAPITAL SECURITIES LLC
CRS (Client Relationship Summary) - RIA
Click below to view Johnathan Pierce Timko's CRS (Customer Relationship Summary).
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
THE MARSHALL FINANCIAL GROUP LLC
OPPENHEIMER & CO. INC.
NAVIAN CAPITAL SECURITIES LLC