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Marcus E Folmar

Edward Jones

Louisville, KY

CRD 5488583

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-29
KY RA APPROVED 2009-05-06
  • TX RA
    APPROVED
    Since 2024-03-29
  • KY RA
    APPROVED
    Since 2009-05-06

Branch Locations

2210 Dundee Road, Suite 101, Louisville, KY 40205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 01/2009 Present
Other Businesses

Fannie Mae Lee, LLC Type of business: Real Estate Louisville, KY Start date: 3/30/2017 Owner Hours per week: 0 Hours during trading: 0 Owner of tax liens Folmar Enterprises, LLC Type of business: Real Estate Augusta, GA Start date: 3/10/2023 Manager Hours per week: 0 Hours during trading: 0 No responsibilities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-24
  • S66 Uniform Combined State Law Examination
    2009-04-24
Designations
  • Certified Financial Planner

View on SEC IAPD

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