John Malachy Marmion

Employer firm

Kestra Private Wealth Services, LLC CRD 155193

$13.5B regulatory AUM 109 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 03/2025
  Ubs Financial Services Inc.
  Columbus, OH
• 03/2025 → Present
  Kestra Investment Services, Llc
  Worthington, OH
• 03/2025 → Present
  Kestra Private Wealth Services, Llc
  Worthington, OH

Previous Registrations

• 2012-11-01 → 2025-04-15
  Ubs Financial Services Inc.
  Phoenix, AZ
  Columbus, OH
  Dublin,, OH
  W Huron, OH
• 2003-07-01 → 2012-11-02
  Wells Fargo Clearing Services, Llc
  Columbus, OH
  Columbus, OH
  Columbus, OH
• 1990-12-04 → 2003-07-01
  Prudential Equity Group, Llc
  Columbus, OH

Other Businesses

Bus Name: SAWMILL CREEK VILLAS CONDO POSITION: Treasurer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 18 Sawmill Creek Dr West, Huron OH 44839, United States DESCRIPTION: I help prepare the annual tax returns. I process payments for services rendered after they have been approved by the president. I maintain our checkbook to insure that bills are paid on a timely basis. The duties take about an hour of my time a month. Bus Name: BILTMORE COURT 2 CONDO ASSOCIATION POSITION: Treasurer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: PO Box 10909, Glendale AZ 85318, United States DESCRIPTION: I review the monthly expenditures and report to the board and to all members what our financial position is. I also take part in decision making for unusual expenditures Bus Name: TURAS WEALTH PARTNERS POSITION: Co-Owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 130 SECURITIES TRADING HOURS: 99 START DATE: 03/27/2025 ADDRESS: 240 Croswell Rd, Columbus OH 43214, United States DESCRIPTION: Financial planning and investment management

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-01-22
• S63 Uniform Securities Agent State Law Examination
  1983-07-06

Other Names

• John Malachy Marmion
• John Jr.,John Marmion Jr.