Jonathan H. Consoli

TIMOTHY PARTNERS, LTD.

Maitland, FL 32751

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CRD#: 5875423

Professional summary

Jonathan Harry Consoli, who also goes by Jon Harry Consoli, is a registered financial professional currently at TIMOTHY PARTNERS, LTD. located in Maitland, Florida.

Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2011. Jonathan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jon Harry Consoli

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) - BD

Click below to view Jonathan Harry Consoli's CRS (Customer Relationship Summary).

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

Current

June 4, 2025 - Present

TIMOTHY PARTNERS, LTD.

Office #1: 1055 Maitland Center Commons, Maitland, FL 32751

RIA

CRD#: 41835

Maitland, FL

Past

April 11, 2011 - June 6, 2025

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

RIA

CRD#: 109355

Bethel Park, PA

Past

April 11, 2011 - June 6, 2025

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

RIA

CRD#: 106277

Bethel Park, PA

Past

March 2, 2011 - June 6, 2025

FEDERATED SECURITIES CORP.

RIA

CRD#: 5009

PITTSBURGH, PA

Past

March 2, 2011 - June 6, 2025

FEDERATED INVESTMENT COUNSELING

RIA

CRD#: 105325

PITTSBURGH, PA

Past

February 5, 2011 - June 6, 2025

FEDERATED SECURITIES CORP.

CRD#: 5009

PITTSBURGH, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TIMOTHY PARTNERS, LTD.

CRD#: 41835 / SEC#: 801-45766, 8-49589

RIA

Registered Investment Advisory firm - SEC (2/7/1994 Approved)

Broker-Dealer Firm Regulated by FINRA (Florida district office)

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(6/4/2025)

Alaska
(6/4/2025)

Arizona
(6/4/2025)

Arkansas
(6/4/2025)

California
(6/4/2025)

Colorado
(6/4/2025)

Connecticut
(6/4/2025)

Delaware
(6/4/2025)

District of Columbia
(6/4/2025)

Florida
(6/4/2025)

Georgia
(6/4/2025)

Hawaii
(6/4/2025)

Idaho
(6/4/2025)

Illinois
(6/4/2025)

Indiana
(6/4/2025)

Iowa
(6/4/2025)

Kansas
(6/4/2025)

Kentucky
(6/4/2025)

Louisiana
(6/4/2025)

Maine
(6/4/2025)

Maryland
(6/4/2025)

Massachusetts
(6/4/2025)

Michigan
(6/4/2025)

Minnesota
(6/4/2025)

Mississippi
(6/4/2025)

Missouri
(6/4/2025)

Montana
(6/4/2025)

Nebraska
(6/4/2025)

Nevada
(6/4/2025)

New Hampshire
(6/4/2025)

New Jersey
(6/4/2025)

New Mexico
(6/4/2025)

New York
(6/4/2025)

North Carolina
(6/4/2025)

North Dakota
(6/4/2025)

Ohio
(6/9/2025)

Oklahoma
(6/4/2025)

Oregon
(6/4/2025)

Pennsylvania
(6/4/2025)

Rhode Island
(6/4/2025)

South Carolina
(6/4/2025)

South Dakota
(6/4/2025)

Tennessee
(6/4/2025)

Texas
(6/4/2025)

Utah
(6/4/2025)

Vermont
(6/4/2025)

Virginia
(6/4/2025)

Washington
(6/4/2025)

West Virginia
(6/4/2025)

Wisconsin
(6/4/2025)

Wyoming
(6/4/2025)

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

State Security Law Exam

IAR

Series 66

Date: 2/25/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/4/2011

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

TIMOTHY PARTNERS, LTD.

CRD#: 41835 / SEC#: 801-45766, 8-49589

RIA

Registered Investment Advisory firm - SEC (2/7/1994 Approved)

Broker-Dealer Firm Regulated by FINRA (Florida district office)

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Contact information

Main Address

1055 Maitland Center Commons, Maitland, FL 32751

Mailing Address

1055 Maitland Center Commons, Maitland, FL 32751

Phone number

(407) 644-1986

Established

Florida since 12/06/1993

Firm type

Partnership

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (52 States and Territories)

FINRA licenses (52 States and Territories)

Documents

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
TIMOTHY PARTNERS, LC	LIMITED PARTNER
ALLY, ARTHUR DOUGLAS	PRESIDENT, CHIEF EXECUTIVE OFFICER	855097
ALLY, GREGORY SCOTT	CHIEF FINANCIAL OFFICER	7235816
COVENANT FUNDS, INC.	CORPORATE MANAGER GENERAL PARTNER
MUMBERT, BRIAN SCOTT	CHIEF OPERATING OFFICER	5550269
MUMBERT, CHERYL MARIE	VICE PRESIDENT, CHIEF MARKETING AND DESIGN OFFICER	2237206
SWEENEY, JESSICA E	CHIEF COMPLIANCE OFFICER	3220826

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 2,862,241,624

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.

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Firm Stability Insights

Jonathan H. Consoli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jonathan Harry Consoli's CRS (Customer Relationship Summary).

Certified licenses

Experience

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

FEDERATED SECURITIES CORP.

FEDERATED INVESTMENT COUNSELING

FEDERATED SECURITIES CORP.

Primary Firm SEC Registration

TIMOTHY PARTNERS, LTD.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/25/2011

SIE

Date: 10/1/2018

Series 7

Date: 2/4/2011

FINRA

Current Firm

TIMOTHY PARTNERS, LTD.

Contact information

SEC notice filing (52 States and Territories)

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Regulatory assets under management

Red Flags

Company Information

TIMOTHY PARTNERS, LTD.

TRUST BUT VERIFY

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