Jonathan Markoe is a registered investment advisor, based in Marlton, NJ, with 39 years of industry experience.
Location
10 E. Stow Rd., Suite 200, Marlton, NJ, 08053
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Regulatory History (2)
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Customer Dispute
January 2012Denied
Customer Dispute
October 2000Settled
Other Business Activities
Jonathan works as an Investment Advisor Representative (IAR) at Pine Valley Investments, providing financial services and managing client assets since 2018. This takes nearly full-time hours.
Employment History
Current Registrations
J. Alden Associates, INC.
July 2022 - Present · 3 yrs 9 mos
J. Alden Associates, INC.Broker
July 2022 - Present · 3 yrs 9 mos
Pine Valley Investments
October 2018 - Present · 7 yrs 6 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2018 - June 2022 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2009 - October 2018 · 9 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2009 - October 2018 · 9 yrs 5 mos
Citigroup Global Markets INC.Broker
January 2005 - May 2009 · 4 yrs 4 mos
Citigroup Global Markets INC.
January 2005 - May 2009 · 4 yrs 4 mos
Morgan Stanley
April 2004 - January 2005 · 9 mos
Morgan Stanley Dw INC.Broker
September 1988 - January 2005 · 16 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
April 1988 - August 1988 · 4 mos
Philips, Appel & Walden, INC.Broker
December 1986 - April 1988 · 1 yr 4 mos
State Registrations3 states
NJPATX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.