J. Jeffrey Marvin

jeff@kwbwealthmanagers.com

Chief Wealth Manager
KWB Wealth Managers Group
LPL Registered Representative

Jeff is the younger of two children. He grew up in Grand Terrace, California. His father, John Marvin, worked for Southern California Edison for over 30 years and his mother Sharon worked for SCE for many years as well.

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. He opened a small investment account for Jeff and got him started buying and selling stocks. At 18, Jeff studied Information Management and Finance at California State University, San Bernardino, earning his degree there. While in college, he started a business to help pay his tuition. 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, and then took a few months off to travel around Europe. 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 working in the industry since 1996, he still has the same enthusiasm and intrigue that his father instilled in him so many years ago.

Jeff has built a successful business on pride, integrity and customer service. This shows in the fact that many of his clients have remained with him from the beginning. Jeff spends much of his free time with family and friends. He enjoys outdoor activities such as archery, hunting and off-roading. He is also involved in the local community. Jeff and his wife, Solange, are life-long residents of the Inland Empire. They have two children, Jake and Ava.


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