UBS Financial Services
47yrs
Top 1% by experience in Louisville
17yrs
Based in Louisville, Kentucky, Marcus Folmar is a fiduciary financial advisor with 17 years of industry experience. Marcus joined Edward Jones in 2009, a firm offering financial planning, investment management, and retirement plan consulting. Marcus holds the CFP® designation.
One of 1265 advisors with offices in Louisville, and one of 1147 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 72% of advisors at Edward Jones
Office2210 Dundee Road, Suite 101, Louisville, KY 40205
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2009 – nowEdward JonesCurrent firm
Questions to ask Marcus
Tailored to Marcus’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Marcus
How do I contact Marcus?
Call Edward Jones at 314-515-2000 and ask for Marcus Folmar. Marcus works from the Louisville, KY office.
How long has Marcus been a financial advisor?
Marcus has been in the industry since 2009, about 17 years. More experience than 72% of advisors at Edward Jones.
What licenses does Marcus hold?
Series 66. Tap any license on this page to see what it allows.
Is Marcus a fiduciary?
Marcus is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Marcus paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Marcus for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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