Emily M Wagoner
Investment adviser representative at Edward Jones
11 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Edward JonesNov 2024 to now
- University of North Carolina At WilmingtonJan 2025 to May 2025
- University of North Carolina WilmingtonAug 2024 to Jan 2025
- North Carolina State UniversityJan 2024 to May 2024
- Aim AdvisorsMay 2023 to Jan 2024
- North Carolina State UniversityJan 2023 to May 2023
- Wake Forest University School of MedicineJul 2022 to Jan 2023
- Impeccable Pig BoutiqueFeb 2022 to May 2022
- North Carolina State UniversityJul 2021 to Jan 2022
- Pete's Family RestaurantAug 2018 to Jul 2021
- N/aJan 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7736828
- Firm CRD
- 250