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CFP
JC
CFP

J Corle

Kestra Advisory Services, LLC
30 Years of Experience
Wayne, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

J Corle is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Wayne, PA, with 30 years of industry experience. J is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

955 Chesterbrook Blvd, Suite 310, Wayne, PA, 19087

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

J. is the owner of Tycor Financial Group, engaging in registered rep activities, consulting, insurance, investment advisory services, and other TPA duties, taking nearly full-time hours. J. is also an Investment Advisor Representative with Kestra Advisory Services, LLC and holds positions at Tycor Benefit Administrators, Inc. and Tycor Asset Management, Inc.

Employment History
Current Registrations
Kestra Advisory Services, LLC
April 2016 - Present · 10 yrs 6 mos
Kestra Investment Services, LLCBroker
April 1998 - Present · 28 yrs 6 mos
Previous Registrations
NFP Advisor Services, LLC
March 2009 - September 2016 · 7 yrs 6 mos
Tycor Asset Management, INC.
October 2004 - December 2015 · 11 yrs 2 mos
Walnut Street Securities, INC.Broker
January 1996 - April 1998 · 2 yrs 3 mos
State Registrations27 states
CACOCTDCDEFLGAIDKSMAMDMEMINCNJNMNYOHPARISCTNUTVAWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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