JM
JM
John Marvin
40 Years of Experience
Palm Beach, FL
4 DisclosuresBroker
John Marvin is a registered investment advisor at Wells Fargo Advisors, based in Palm Beach, FL, with 40 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
255 S County Rd Ste 100, [Vg-Rbo], Palm Beach, FL, 33480
Get directionsHistory
Regulatory History (4)
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Regulatory
July 2020Final
Customer Dispute
September 2005Denied
Customer Dispute
March 2004Pending
Customer Dispute
February 1991Settled
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
February 2026 - Present · 7 mos
Wells Fargo Advisors
February 2026 - Present · 7 mos
Previous Registrations
UBS Financial Services INC.
February 2007 - February 2026 · 19 yrs
UBS Financial Services INC.Broker
February 2007 - February 2026 · 19 yrs
Morgan Stanley
August 2002 - February 2007 · 4 yrs 6 mos
Morgan Stanley Dw INC.Broker
March 1999 - February 2007 · 7 yrs 11 mos
Prudential Securities IncorporatedBroker
March 1992 - March 1999 · 7 yrs
Painewebber IncorporatedBroker
March 1988 - March 1992 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1986 - March 1988 · 1 yr 7 mos
Rosenkrantz Lyon & Ross IncorporatedBroker
February 1986 - August 1986 · 6 mos
F.D. Roberts Securities, INC.Broker
July 1985 - August 1985 · 1 mo
State Registrations44 states
AKALARAZCACOCTDCDEFLGAIDILINKSKYLAMEMIMNMSMTNCNENHNJNMNVNYOHPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.