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Jason Landry Braatz

Pine Valley Investments

Winter Garden, FL

Marlton, NJ

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Current Employers
Pine Valley Investments

10 E. Stow Rd. Suite 200, Marlton, NJ 08053 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-01
NJ RA APPROVED 2023-08-22
  • FL RA
    APPROVED
    Since 2026-07-01
  • NJ RA
    APPROVED
    Since 2023-08-22

Branch Locations

Winter Garden, FL • United States

10 E. Stow Rd. Suite 200, Marlton, NJ 08053 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mt. Laurel NJ 11/2012 06/2023
Bank Of America, N.A Mount Laurel NJ 02/2013 06/2023
Pine Valley Investments Marlton NJ 07/2023 Present
J. Alden Associates, Inc. Wayne PA 07/2023 Present
Previous Registrations
Other Businesses

Braatz Wealth Advisors LLC - 7/1/2023 - personal holding company

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-08-10
  • S66 Uniform Combined State Law Examination
    2001-08-10
Designations

View on SEC IAPD

Other Firms

NEWELL WEALTH MANAGEMENT, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
THE LIFE WEALTH GROUP
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.

Other Investors

STEVEN Kyle NEWELL
Matthew Dowling
RAYMOND ELIAS DUENAS
Blake Arthur Price
GLYN ALAN GRIFFIS
George Harris Emerson
Douglas J Palmer
BRADLEY JAMES BUSBIN

Other Offices

NEWELL WEALTH MANAGEMENT, LLC · WINTER GARDEN, FL
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · Winter Garden, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Garden, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Winter Garden, FL
EDWARD JONES · WINTER GARDEN, FL
THE LIFE WEALTH GROUP · WINTER GARDEN, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Winter Garden, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Winter Garden, FL

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