Jason Landry Braatz
Investment adviser representative at Pine Valley Investments
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- J. Alden Associates, Inc.Jul 2023 to now
- Pine Valley InvestmentsJul 2023 to now
- Bank of America, N.AFeb 2013 to Jun 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2012 to Jun 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (FL, NJ).
Pine Valley Investments
Legal name: Pine Valley Investments Limited Liability Company
$2.7BAssets managed
2,113Clients
33Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4365323
- Firm CRD
- 173995