Osaic Wealth
44yrs
Top advisor by experience in Allen
4yrs
David Stagg
Financial advisor at Edward Jones
David Stagg is a fiduciary financial advisor in Allen, Texas, with 4 years in the industry. David joined Edward Jones in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 156 advisors with offices in Allen, and one of 146 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office935 W Exchange Parkway Building B Suite 170, Allen, TX 75013
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
- 2023 – nowEdward JonesCurrent firm
Contact David
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for David. 935 W Exchange Parkway Building B Suite 170Allen, TX 75013Office · Get directions
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Questions to ask David
Tailored to David’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 David
How do I contact David?
Call Edward Jones at (314) 515-2000 and ask for David Stagg. David works from the Allen, TX office.
How long has David been a financial advisor?
David has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask David 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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