Justin J Marvin
Investment adviser representative at Financial Perspectives
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Purshe Kaplan Sterling InvestmentsJul 2019 to now
- Financial PerspectivesMay 2019 to now
- Ameriprise Financial Services, Inc.Jun 2015 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (MN).
Financial Perspectives
Legal name: Financial Perspectives, Inc.
$1.2BAssets managed
737Clients
14Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6351879
- Firm CRD
- 135549