Edward Jones - Financial Advisor: John David Wagner

Edward Jones - Financial Advisor: John David Wagner Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. Our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator, Laurie and

I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/john-wagner for more information.
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After months of expected interest rate cuts, the Federal Reserve is shifting its focus back to managing inflation. This ...
06/22/2026

After months of expected interest rate cuts, the Federal Reserve is shifting its focus back to managing inflation. This "higher-for-longer" interest rate environment may present compelling opportunities in short-term fixed income, while equities can continue to be supported by strong and broadening earnings growth. Brian Therien, Investment Strategist, explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4aYcimH

Join us in celebrating the dads, father figures and mentors who inspire us each and every day. Thank you for your wisdom...
06/21/2026

Join us in celebrating the dads, father figures and mentors who inspire us each and every day. Thank you for your wisdom, strength and steadfast love.

Today we honor Juneteenth, the day marking the end of slavery in the United States. May we reflect on this important day...
06/19/2026

Today we honor Juneteenth, the day marking the end of slavery in the United States. May we reflect on this important day in American history and continue to work toward an equitable future for all.

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, mo...
06/17/2026

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, more connected and more in control of their future.

That’s the difference a thoughtful plan can make. Let’s talk about what a customized plan could look like for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

June is a meaningful reminder that planning isn’t just about finances. It’s about protecting the life and independence t...
06/16/2026

June is a meaningful reminder that planning isn’t just about finances. It’s about protecting the life and independence those finances support.

This Alzheimer’s & Brain Awareness Month, I’m encouraging clients to think about brain health as part of their overall long-term plan. Whether it’s building flexibility into your financial strategy, discussing long-term care considerations or simply prioritizing wellness, these conversations matter.

If this is something you’ve been meaning to revisit, I’m here to help you think it through.

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward bro...
06/15/2026

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward broader market participation. Angelo Kourkafas, Senior Global Investment Strategist, explains how this could impact investors in our Weekly Market Wrap.

https://bit.ly/44bymqg

Today is World Elder Abuse Awareness Day. Let’s remember our shared responsibility to prevent and stop financial exploit...
06/15/2026

Today is World Elder Abuse Awareness Day. Let’s remember our shared responsibility to prevent and stop financial exploitation and abuse, ensuring that older adults can experience their later years with safety, dignity and peace.

Learn more about how to protect your loved ones from these common financial scams: https://bit.ly/4eu7CWN

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Think...
06/11/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

If your home has been damaged, you don’t have to face the financial decisions alone. I can help you understand how to ha...
06/10/2026

If your home has been damaged, you don’t have to face the financial decisions alone. I can help you understand how to handle unexpected costs, and where to find support, so you can start regaining your footing with confidence.

When disaster strikes: 4 steps to take when your home takes a hitwww.edwardjones.com/us-en

06/09/2026

An owner-only defined benefit plan can help you secure a predictable retirement income. Let's evaluate whether this plan fits your goals.

Saving for retirement is paramount when you work for yourself.

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1026 Mebane Oaks Road
Mebane, NC
27302

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