Isaac Douglas Jones
Investment adviser representative at Pine Valley Investments
10 yearsExperience
1 stateRegistered in
$2.7BFirm assets
11 yearsFirm in business
Are you Isaac Douglas Jones? Claim your profile
Contact this firm
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
10 years in the industry.
- Pine Valley InvestmentsOct 2022 to now
- Jones Sports Training LLCFeb 2019 to now
- Odyssey Capital AdvisorsMar 2020 to Oct 2022
- Equity Services IncMay 2018 to Mar 2020
- Jones Financial GroupMay 2018 to Mar 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (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
- 5012455
- Firm CRD
- 173995