Advisor at Pine Valley Investments
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Firm
Pine Valley Investments
Location
Marlton, NJ 08053
Credentials
CFP®, Series 66
Industry experience
24 years
Jason Braatz is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Pine Valley Investments. His prior work includes roles at Bank of America and Merrill Lynch. He is also associated with Braatz Wealth Advisors LLC, a personal holding company. Pine Valley Investments provides discretionary portfolio management and pension consulting to individuals, pension plans, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and quantitative analysis to tailor portfolios and also manages affiliated private funds and subadvisory relationships.
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
J. Alden Associates, Inc.
2023 - Present (3 years)
Pine Valley Investments
2023 - Present (3 years)
bank of America, N.A
2013 - 2023 (10 years)
Merrill
2012 - 2023 (11 years)
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