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Jake A Markoe

Pine Valley Investments

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
NJ RA APPROVED 2021-07-22
  • NJ RA
    APPROVED
    Since 2021-07-22

Branch Locations

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
N/A Voorhees NJ 08/2012 01/2017
Merril Lynch Mt. Laurel NJ 02/2017 10/2018
Pine Valley Investments Cherry Hill NJ 10/2018 02/2021
Pine Valley Investments Cherry Hill NJ 10/2018 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-06
  • S65 Uniform Investment Adviser Law Examination
    2020-03-06
Other Names
  • Jake A Markoe

View on SEC IAPD

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Other Investors

ALLISON TAYLOR CASEY
Douglass F Ergood, Jr
PAUL D WAMPLER
John Thomas Franchi
TREVOR CHARLES WAMPLER
DOUGLASS F ERGOOD
Frank Charles Midili
Jason McEvoy

Other Offices

JANNEY MONTGOMERY SCOTT LLC · MARLTON, NJ
LINCOLN INVESTMENT · MARLTON, NJ
WELLS FARGO CLEARING SERVICES, LLC · MARLTON, NJ
CITIZENS SECURITIES, INC. · MARLTON, NJ
MORGAN STANLEY · Marlton, NJ
CHARLES SCHWAB & CO., INC. · Marlton, NJ
M FINANCIAL PLANNING SERVICES, INC · MARLTON, NJ
LPL FINANCIAL LLC · MARLTON, NJ

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