John Marvin
John Marvin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Redlands, CA, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1461 Ford Street, Suite 103, Redlands, CA, 92373
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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John owns a short-term rental property since September 2024, dedicating minimal time to it. He is also an owner/financial advisor at Citrus Wealth Management since 2018, dedicating minimal time to it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
John Hancock Distributors, INC.Broker
State Registrations32 states
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