linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jake A Markoe

Pine Valley Investments

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jake? Claim Your Profile

About Jake A Markoe

Jake A. Markoe is an investment advisor representative at Pine Valley Investments. Jake is registered with the state of New Jersey and has been in the industry since 2017. Jake previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jake holds a Series 7 and Series 65 license. The firm is based in Marlton, NJ and specializes in providing financial planning, portfolio management and pension consulting services to high net worth individuals, charitable organizations, pension and profit sharing plans, investment companies, other investment advisors and pooled investment vehicles.

Firm Information

Jake Markoe is currently registered with Pine Valley Investments. Pine Valley Investments is an investment advisor based in Marlton, NJ. The firm manages $1.74 billion in assets for a range of clients, including high-net-worth individuals, charitable organizations, pension plans, and pooled investment vehicles. The firm specializes in providing financial planning, portfolio management, and selection of other advisors. Pine Valley Investments is registered with the SEC.
Pine Valley Investments

10 E. STOW RD.

MARLTON, NJ 08053

$1.74B

Assets Under Management

20

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jake Markoe’s Registration & Firm History

NJ

07/22/2021 - Present

Pine Valley Investments (MARLTON NJ)

NJ

08/19/2017 - 10/09/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)

Not sure if Jake A Markoe is right for you?

Licenses & Designations

IA

Issued 03/06/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jake A Markoe.
Not sure if Jake A Markoe is right for you?