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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Folmar is a financial advisor with Edward Jones, based in Princeton, WV. James Folmar has been in the financial services industry since August 26, 2002 and holds several professional licenses and designations. James is registered with the Securities and Exchange Commission and has a series 7, 10, 24, 63, and 66. James has a Certified Financial Planner designation as well. James is licensed in 24 states, including West Virginia. James has been with Edward Jones since January 2011. James also serves on the board of Mercer Christian Academy.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
WV
01/26/2011 - Present
Edward Jones (PRINCETON WV)
BOTH
Issued 02/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/28/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/19/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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