David Stagg

CRD 7676876

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2023-04-10

TX RA
APPROVED

Since 2023-04-10

Branch Locations

935 W Exchange Pkwy Building B Suite 170, Allen, TX 75013 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	01/2023	Present
Pure Fishing-Plano	Columbia	SC	09/2017	12/2022
Coca-Cola Refreshments	Dallas	TX	11/2010	08/2017

01/2023 → Present

Edward Jones

St Louis, MO
09/2017 → 12/2022

Pure Fishing-Plano

Columbia, SC
11/2010 → 08/2017

Coca-Cola Refreshments

Dallas, TX

Other Businesses

Fortune Resources LLC Longview, TX Start date: 8/1/2026 Hours per week: 0 Hours during trading: 0 No responsibilities

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-04-07

S66 Uniform Combined State Law Examination

2023-04-07

Other Names

David Michael Stagg

View on SEC IAPD

Nearby Firms

CLEAR AND SIMPLE FINANCIAL GROUP LLC

J.P. MORGAN SECURITIES LLC

WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

BILLY WORTH BRIGGS

Stephen H. Jones

JUDD WRIGHT KEARBY

Nearby Offices

CLEAR AND SIMPLE FINANCIAL GROUP LLC · Allen, TX

J.P. MORGAN SECURITIES LLC · ALLEN, TX

WELLS FARGO CLEARING SERVICES, LLC · ALLEN, TX

More in Allen, TX

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