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John Marsden Jr.

Advisor at Marsden Capital Management, LLC.

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Firm

Marsden Capital Management, LLC.

Location

Erie, PA 16505

Credentials

Series 63, Series 65

Industry experience

35 years

About

John Marsden is the sole advisor at Marsden Capital Management, LLC, an independent registered investment adviser based in Erie, PA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Marsden has been with Marsden Capital Management since 1992 and also affiliated with JRM Securities during the same period. Marsden Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, and business entities. The firm develops individualized investment plans based on client goals, time horizons, and risk tolerance, utilizing a range of securities and conducting regular account reviews.

Client services

Based on Marsden Capital Management, LLC.

Portfolio management Pension consulting

Expertise

Based on Marsden Capital Management, LLC.

Passive / index investing

Fee options

Percentage

$0+: 1.25% annually (majority of clients) $0+: up to 1.50% annually (maximum fee)

Location

1103 Powell Avenue

Erie, PA 16505

Most active in

Pennsylvania

Work history

Marsden Capital Management, LLC.

2007 - Present (19 years)

Marsden Capital Management, Llc

1992 - Present (34 years)

Jrm Securities

1992 - Present (34 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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