John Marvin, financial advisor Redlands CA

John Marvin

CRD Number: 3027436
Current Firm: Raymond James Financial Services Advisors, Inc.

John Marvin (CRD# 3027436) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Redlands, CA and has over 25 years of experience in the finance industry.

Similar Advisors
Raul Aballi, financial advisor Redlands CA
Raul A. Aballi
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Reid Abedeen, financial advisor Redlands CA
Reid N. Abedeen
CRD# 5480138
Safeguard Investment Advisory Group, LLC
Similar Advisors
Mark Aleman, financial advisor Redlands CA
Mark A. Aleman
CRD# 2922342
Infinity Financial Services Advisory
Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Redlands, CA Jan 2018 - Current 6
Citrus Wealth Management Redlands, CA Jan 2018 - Current 6
Raymond James Financial Services, Inc. Redlands, CA Jan 2018 - Current 6
Lpl Financial, LLC Redlands, CA Nov 1998 - Jan 2018 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for John J. Marvin
Phone Number: 727-567-3020
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from John Marvin and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.