James William Varley
Investment adviser representative at Pine Valley Investments
13 yearsExperience
1 stateRegistered in
$2.7BFirm assets
11 yearsFirm in business
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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
13 years in the industry.
- Pine Valley InvestmentsJun 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2021 to Jun 2023
- UnemployedMar 2020 to Mar 2021
- Edward JonesFeb 2019 to Feb 2020
- Morgan StanleyFeb 2018 to May 2018
- Masonic Home of New JerseyDec 2013 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 6903119
- Firm CRD
- 173995