John Marmion
John Marmion is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Worthington, OH, with 42 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 15,631 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Private Wealth Services (Kestra PWS) offers investment management services where your advisor manages your account based on your goals and risk tolerance. Fees are based on a percentage of your portfolio and can be up to 2.5% annually. The exact fee depends on factors like the size of your account, the type of account (e.g., retirement), and the specific services you use. Fees are negotiable. Kestra PWS also offers various advisory platforms with different fee structures, including program fees that may incentivize your advisor to increase your overall fee.
Location
100 W Old Wilson Bridge Rd, Suite 201, Worthington, OH, 43085
Get directionsHistory
Regulatory History (2)
Regulatory
June 2023Customer Dispute
September 1998Other Business ActivitiesSells Insurance
John is the treasurer for Sawmill Creek Villas Condo and Biltmore Court 2 Condo Association, spending minimal time on each. He is also a co-owner of Turas Wealth Partners, where he dedicates nearly full-time hours to financial planning and investment management, which is investment-related and may include insurance sales.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Private Wealth Services, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Prudential Securities IncorporatedBroker
Prudential Securities Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.