RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J••••••• D•••• M•••••
- Title
- President, The Markoe Groupreportedpinevalleyinvestments.comfirm site, Sep 15, 2026
- Years, as the firm states
- 35reportedpinevalleyinvestments.com“Jonathan Markoe has earned the Chartered Retirement Planning Counselor designation and brings more than 35 years of experience to his mission of helping clients and their families achieve their short and long-term financial goals.”
- Professional profile
- PINEVALLEYINVESTMENTS.COM/bios/jonathan-markoereportedpinevalleyinvestments.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- P••• V••••• I••••••••• independent RIA currentsince Oct 10, 2018 · Marlton, Nj
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMay 1, 2009 to Oct 9, 2018 · Mount Laurel, Nj
- C•••••••• G••••• M•••••• I••• BD affiliatedJan 14, 2005 to May 21, 2009 · Mount Laurel, Nj
- M••••• S•••••• D• I••• unclassifiedApr 2, 2004 to Jan 19, 2005 · Voorhees, Nj
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to P••• V••••• I•••••••••left Oct 9, 2018, registered Oct 10, 2018 (1 days) · Wirehouse to independent RIA · moved with a team
- C•••••••• G••••• M•••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left May 21, 2009, registered May 1, 2009 (-20 days) · Other
- M••••• S•••••• D• I••• to C•••••••• G••••• M•••••• I•••left Jan 19, 2005, registered Jan 14, 2005 (-5 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address