Isaac Jones is a registered investment advisor at Pine Valley Investments, based in Marlton, NJ, with 13 years of industry experience. Isaac operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,809 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.80% |
| $2.0M - $20.0M | 1.50% |
| $20.0M - $100.0M | 1.20% |
| $100M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
10 E. Stow Rd., Suite 200, Marlton, NJ, 08053
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Isaac is involved in several outside business activities. He dedicates about 10-20% of his time to athletic/sports training, minimal time as a board member for Impact Services Corporation, and minimal time as a facilities committee member for Cardinal O'Hara High School.
Employment History
Current Registrations
Pine Valley Investments
Previous Registrations
Odyssey Capital Advisors INC.
Equity Services, INC.Broker
Esi Financial Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors, LLCBroker
J.P. Morgan Securities LLCBroker
Blackrock Investments, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Directed Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.