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James Todd Vogt

Pine Valley Investments

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About James Todd Vogt

James Todd Vogt is an investment advisor representative with Pine Valley Investments. James has been in the financial industry since 1998, and has a wide range of experience in the industry. James holds a Series 7, 24, 53, 55, and 66 license and is registered to provide investment advice in New Jersey. James is committed to providing his clients with personalized financial advice and helping them reach their financial goals.

Firm Information

James Vogt 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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percentage of assets

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

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James Vogt’s Registration & Firm History

NJ

07/12/2023 - Present

Pine Valley Investments (MARLTON NJ)

PA

11/04/1998 - 01/27/2016

VALLEY FORGE ASSET MANAGEMENT, LLC (KING OF PRUSSIA PA)

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Licenses & Designations

BOTH

Issued 03/17/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/20/2004

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/27/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/27/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/28/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Todd Vogt.
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