Paul Folbre, financial advisor Bolivar MO

Paul Folbre

CRD Number: 6907629
Current Firm: Edward Jones

Paul Folbre (CRD# 6907629) is an Investment Advisor Representative working at Edward Jones in Bolivar, MO and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Feb 2018 - Current 6
Whiskey Roundtable LLC Springfield, MO Jul 2016 - Current 7
Kansas Sampler/rally House Lenexa, KS Jul 2016 - Feb 2018 1
Folbre Outdoors LLC Auxvasse, MO Jan 2017 - Jul 2017 < 1
Bass Pro Shops LLC Springfield, MO May 2012 - Jul 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2018
Contact Info for Paul Folbre
Phone Number: 314-515-2000
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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