Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
5yrs
Marcus Davis
Financial advisor at Edward Jones
Based in Overland Park, Kansas, Marcus Davis is a fiduciary financial advisor with 5 years of industry experience. Marcus has been with Edward Jones since 2022. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 2517 advisors with offices in Overland Park, and one of 2258 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office6500 W 95th St Suite 101, Overland Park, KS 66212
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowEdward JonesCurrent firm
Contact Marcus
Local office(913) 354-6771Ask for Marcus. (314) 515-2000Main office · St. Louis, MO 6500 W 95th St Suite 101Overland Park, KS 66212Office · Get directions
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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 Marcus’s local office at (913) 354-6771 or the Edward Jones main office at (314) 515-2000, and ask for Marcus Davis.
How long has Marcus been a financial advisor?
Marcus has been in the industry since 2022, about 5 years. 5 years in the industry.
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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