11_Marvin, JJ’s headshot

JJ Marvin

Financial Planner

Since joining FP in May 2019, JJ has been dedicated to building lasting relationships and earning the trust of the individuals and families he serves. As a Financial Planner, he focuses on the holistic maintenance of financial health, coordinating complex areas such as investments, estate planning, taxes, and insurance.

JJ began his tenure at the firm as a financial planning assistant, giving him a deep understanding of the planning process from the ground up. He previously spent four years at Ameriprise Financial and is a graduate of the University of St. Thomas with a degree in Entrepreneurship. A CFP® professional, he also holds his Series 7, 65, and 63 licenses along with Life, Accident, and Health insurance licenses.

JJ and his wife, Kristin, live in Waconia with their Golden Retriever, Lutsen. Outside of the office, he enjoys hiking, traveling, and going on new adventures. He is a loyal fan of Minnesota sports and cherishes time spent with his family and friends.

Financial Perspectives

3300 Fernbrook Ln N, Suite 250, Minneapolis, MN 55447

Advisory services through Financial Perspectives ("FP"), an SEC Registered Investment Adviser. Securities offered through Purshe Kaplan Sterling Investments ("PKS"), Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207. FP offers tax advice through its affiliate, Dugan & Company. FP and PKS are not affiliated. Not FDIC Insured - Not Bank Guaranteed - May Lose Value, Including Loss of Principal - Not Insured By Any State or Federal Agency © 2026 Financial Perspectives. All Rights Reserved.

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