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J. Jeffrey Marvin
J. Jeffrey MarvinJ. Jeffrey Marvin
jeff@kwbwealthmanagers.com
Wealth Manager, KWB Wealth Managers Group
LPL Registered Representative

Jeff’s interest in the financial services industry began at a young age. When he was 12 his father began discussing saving and investing with him. He stressed how important it was to Jeff’s future. At that time Jeff was reading the comics every morning in the local newspaper. His dad suggested he try reading the business section along with the comics. How boring, Jeff thought. But his dad said that if Jeff did his research and found a company to invest in and gave reasons why that company would be a good investment his dad would give him money to invest in that company. This peaked Jeff’s interest. He began reading and found a stock he wanted to buy - Atlantic Richfield (Arco). A man by the name of T. Boone Pickens was threatening a hostile take over of the company - sounded cool! Jeff’s dad opened up an account and Jeff bought his first stock. The take-over never went through, but this experience taught Jeff a life-long lesson about saving and investing for his future. He has been intrigued by the markets ever since.

At 18 Jeff went off to college. He studied Information Management and Finance at California State University San Bernardino, earning his degree there. While in school he started a business to help pay for school. The business was simple - detailing and window-tinting cars. Jeff ran the business successfully for about five years, learning invaluable lessons about customer service and business in general. He sold his business in 1995, then took a few months off to travel around Europe. Upon his return Jeff took a job with Emery Airfreight. It was a good job, but wasn’t his passion. In 1996, Jeff was employed by John Hancock Financial Services, where he really started to get involved in the investment industry. In 1998 Jeff found the career he was seeking – at KWB Wealth Managers Group. After eight years he still has the same enthusiasm and intrigue that his father instilled in him so many years ago.
Kerrick W. Bubb
Kerrick W. Bubb
kerry@kwbwealthmanagers.com		 J. Jeffrey Marvin J. Jeffrey Marvin
jeff@kwbwealthmanagers.com
Robert J. Bullock

Robert J. Bullock
bob@kwbwealthmanagers.com

 J. Dallas McKinnon J. Dallas McKinnon, CFP®
dallas@kwbwealthmanagers.com
Diana Fryer

Diana L. Fryer
diana@kwbwealthmanagers.com

 


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