Financial planning and beyond

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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John Jay Marvin

Senior Vice President–Wealth Management

With over 30 years of experience in the financial industry, Jay has built a strong reputation of being able to deliver personalized investment solutions for high net worth and ultra-high net worth clients. His hands on approach, combined with his comprehensive understanding of market risk, allow him to deliver a customer experience that separates him from his peers.

Jay joined UBS in 2007, after previously spending time at both Morgan Stanley and Prudential Securities. His primary areas of focus include investment portfolio construction, risk management, market interpretation and fixed income strategies.

Originally from Northern New Jersey, Jay currently resides in North Palm Beach with his wife Jackie and their four children. Outside of work he enjoys boating, salt water fishing, traveling, and spending time with his family.


Personal & Community

  • Enjoys salt water fishing and spending time with his family.
Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MS
  • MT
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Education

  • B.A. Business Administration, University of Miami
3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410
  • (561) 799-2311

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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