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James William Varley

Pine Valley Investments

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About James William Varley

James William Varley is a Registered Investment Advisor and an Investment Advisor Representative for Pine Valley Investments. James has been in the financial services industry since 2019 and has held previous positions with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and EDWARD JONES. James is licensed to provide financial advice in New Jersey. James specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. James' experience, expertise, and commitment to client service make him a valuable resource for clients seeking to achieve their financial goals.

Firm Information

James Varley 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 Varley’s Registration & Firm History

NJ

10/04/2023 - Present

Pine Valley Investments (MARLTON NJ)

NJ

04/29/2021 - 07/05/2023

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

NJ

03/30/2019 - 02/12/2020

EDWARD JONES (MAPLE SHADE NJ)

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Licenses & Designations

BOTH

Issued 04/22/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/30/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/06/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James William Varley.
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