Pine Valley Investments
Jake
Markoe
Investment Advisor Representative
"The goal isn't just to grow wealth — it's to make sure it's working for the life you want."
"The goal isn't just to grow wealth — it's to make sure it's working for the life you want."
Jake joined Pine Valley Investments (PVI) in 2018 as an Investment Advisor Representative. Before his tenure at PVI, Jake graduated from Penn State and joined his father's team at Merrill Lynch in 2017. Inspired by his father's success, Jake's had a lifelong dream of following in his father's footsteps.
Jake focuses on wealth management and financial planning, catering to clients of all ages with diverse financial objectives. During Jake's free time he enjoys exercising, playing golf, and spending time with his family in Margate, New Jersey.
Jake typically responds within one business day. Whether you have a question, want to explore working together, or just want to connect — reach out.
Thank you — Jake will be in touch shortly.