When purpose meets passion

2020 Corporate Citizenship Report

An Edward Jones associate registers at a tent for the Walk to End Alzheimer's.
Edward Jones associates pose with packaged food items as they participate in a charity food drive.
A close up a Pride ribbon lapel pin.
Edward Jones Managing Partner, Penny Pennington, plants a tree.

As a purpose-driven organization, our role is to make a positive impact in the lives of our clients, colleagues and communities - while our mission is to help serious, long-term individual investors achieve their financial goals by understanding their needs and implementing tailored solutions. That’s why we’re proud to share our second annual corporate citizenship report, which shows when our passion meets purpose, Edward Jones positively impacts individuals, families and society.

In 2020 we continue to advocate for and support the causes that are important to our clients and associates. This includes our commitment to the fight against Alzheimer’s disease and recent renewal of our long-standing partnership with the Alzheimer’s Association. We also increased our focus on financial literacy, introducing the Financial Fitness program -- a comprehensive education initiative that improves financial resilience and equity to help close the wealth gap in the communities we serve.

We’re also proud of our ability to continue to champion our associates, strengthen our communities through the Edward Jones Foundation, and cultivate a culture of environmental stability. As always, we’re grateful to collaborate with others to advance these causes, and look forward to seeing what we can do next.

A woman contributes her signature to an art installation during the Walk to End Alzheimer's.

Serving Clients

To help protect clients’ best interest and their financial futures, Edward Jones advocates for causes important to them and to our associates - such as the fight against Alzheimer’s disease. In 2020 we announced a renewed five-year commitment of an additional $25 million to match the $25 million already raised by our firm.

65,000+

clients, associates and their families walked to end Alzheimer’s during our first five years as National Presenting Sponsor of the Alzheimer's Association Walk to End Alzheimer’s®.

Edward Jones’ unwavering support for this cause will be crucial in helping to fund research, expand education, advance access to care and broaden awareness of this disease. We are proud to be making a meaningful impact.

A family uses a aptop computer to engage in a Financial Fitness online course.

Strengthening Communities

Edward Jones is committed to partnering with organizations to improve the well-being of communities and their citizens, wherever we live and work. From our comprehensive financial resilience education initiative in partnership with EverFi, to supporting urgent community and associate needs throughout the pandemic, we’re helping people and places thrive.

80,000

financial IQs and counting in local communities have been strengthened through the firm's financial literacy online modules – while more than 2,000 high school students in 55 schools have been reached through our Financial Fitness in-school curriculum.

Introduced this year, our Financial Fitness initiative is helping multiple generations get financially fit by providing a curriculum with online tools and resources for high school students, educators, associates, clients and investors.

A group of Edward Jones associates pose with a certificate of recognition for the firm's work with the National Urban League.

Championing Associates

Edward Jones is a place of belonging for all, where our people come together to help clients achieve what matters most. We value and empower our associates, providing leadership opportunities, supporting causes that matter to them, and committing to building a truly equitable culture.

$1.2M

was invested in the National Urban League and its St. Louis affiliate to address racism and positively impact opportunities for people of color as part of our commitment toward true equity and to support organizations and efforts that are important to our clients, associates and communities.

We’ve been fostering a place of belonging for all for years. By adamantly challenging bias and racism in all its forms. Whether fostering 17 business resource groups and a decade of Inclusion & Diversity Weeks or hosting Courageous Conversations that encourage honest cross-cultural discussion, our commitment to inclusion and diversity transcends platitudes and promises. The introduction of Inclusion and Diversity 365, a program to foster cultural awareness and empathy -isn’t just about trying to create a better workplace. We’re trying to create a better tomorrow.

Edward Jones Managing Partner, Penny Pennington, plants a tree.

Protecting Our Planet

The legacy of Edward Jones is rooted in conservation and an abiding respect for nature. From tracking our key environmental and energy metrics, to our green building and sustainable practices, we’re working to reduce our environmental impact and restore natural habitats.

$500M

invested to accelerate our digital strategy will create innovations that will allow us to securely share and store important investment information, provide personalized financial tips and communicate with clients in the moments that matter.

As more are turning to digital platforms, we’re expanding our digital toolbox - and growing greener to meet our clients’ evolving technology expectations. With interactive tools, convenient mobile apps and more, we help ensure our clients feel informed, understood, secure and in control.

Read the Full Report: "2020 Corporate Citizenship Report"

Or check out the two-page summary: 2020 Corporate Citizenship Report Summary