Knowledge Powered by experience

John "Jack" Marmion started in the securities business more than 30 years ago after a 15 year career with an international textile company. Jack uses his extensive experience to provide clients with reliable investment advice and portfolio management. He is among the firm’s select Financial Advisors entrusted to manage portfolios with discretion through the UBS Portfolio Management Program. He is one of the few advisors who has earned the elite title of "Senior Portfolio Manager". He graduated from Canisius College in Buffalo, New York and continued to Rensselaer Polytechnic Institute for his MBA. Outside of UBS, Jack enjoys spending time with his wife Johanna at their condo in Arizona. He and his wife reside in Dublin.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

First Vice President - Investments

Upper Arlington, OH

November 2012 - Present

Wells Fargo Advisors

First Vice President - Investments

Worthington, OH

November 1990 - October 2012

Merrill Lynch

Vice President

Columbus, OH

April 1983 - October 1990

Education

  • Canisus College - BA
  • Rensselaer Polytechnic Institute - MBA

Licenses

  • Series 65 - NASAA-Investment Advisors Law Exam
  • Series 9/10 - General Securities Sales Supervisor General Module
  • Series 63 - Uniform Securities Agent State Law Exam
  • Series 7 - General Securities Representative
  • State of Ohio, Life, Health Insurance and Variable Annuity Licensed

Personal & Community

  • Former Director Dublin Charity Cup

Registered States:

AZ, CA, CO, CT, DE, FL, GA, IL, IN, LA, MA, ME, MI, MT, NC, NJ, NV, NY, OH, PA, SC, TX, VA, WV