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John M
Series 63, Series 65
Phoenix, AZ
Kestra Private Wealth Services, LLC
John Marmion Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Kestra in 2025. Outside of his advisory role, he serves as treasurer for two condominium associations, managing financial reporting and tax preparation. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services, supporting advisor-managed discretionary and non-discretionary accounts across multiple platforms with supervisory oversight.
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