Advisor at Pine Valley Investments
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pine Valley Investments
Location
Marlton, NJ 08053
Credentials
Series 66
Industry experience
5 years
James Varley is a financial advisor at Pine Valley Investments with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Edward Jones, and Morgan Stanley. Prior to his advisory career, he spent six years at the Masonic Home of New Jersey. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension plans, charitable organizations, and business entities. The firm employs a range of analytical techniques and trading strategies, serves other advisers through subadvisory arrangements, and manages private funds with unique allocation capabilities.
Based on Pine Valley Investments
Based on Pine Valley Investments
$0 - $2,000,000: 1.80% $2,000,001 - $20,000,000: 1.50% $20,000,001 - $100,000,000: 1.20% $100,000,001+: 1.00%
Certain supervised persons are registered representatives of a broker-dealer and receive commissions for selling brokerage products such as variable annuities, 529 plans, and mutual funds.
Account minimum: $500,000
10 E. Stow Rd., Suite 200
Marlton, NJ 08053
New Jersey
Pine Valley Investments
2023 - Present (3 years)
Merrill
2021 - 2023 (2 years)
Unemployed
2020 - 2021 (1 year)
Edward Jones
2019 - 2020 (1 year)
Morgan Stanley
2018 - 2018 (1 year)
Masonic Home of New Jersey
2013 - 2019 (6 years)
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