2026 Purpose, inclusion and citizenship video message with Penny Pennington transcript

Video transcript

Penny Pennington On Camera:

Hello, and welcome to our 2026 Purpose Inclusion and Citizenship Report.

The theme of this year’s report is “Finding Fulfillment,” and we're excited to share with you the many ways we're helping our clients, colleagues and communities find fulfillment throughout their lives.

At Edward Jones, our purpose guides everything we do: we partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. 

We help people chart the life they want, aligning personal values with financial decisions. And as a firm that offers financial planning, we're focused on serving more clients, more completely. As needs and expectations evolve, we focus on what matters most for clients: clarity, confidence and guidance on decisions and plans around wealth, health, family and purpose. 

We serve clients across generations, geographies and demographics by partnering with them to anticipate important life milestones and by providing the right guidance at the right time. Through planning-led advice, we help clients understand their financial lives and make informed decisions with confidence.

For our colleagues, fulfillment is rooted in professional growth and shared success. Our colleagues are at the heart of how we serve clients and communities, and we are intentional about ensuring their opportunity grows alongside our firm. We’re expanding learning pathways, building future-ready skills, and creating experiences that support success and well-being across an entire career − so when colleagues look back, they see a clear story of impact, development and purpose.

And for our communities, our commitment runs deep. We live and work alongside millions of clients and tens of thousands of colleagues across North America. Through efforts like Financial Futures, our health partnerships, and local giving programs, we are expanding access to financial education and guidance, advancing health and economic mobility, and empowering local leaders to drive impact where it matters most.

When we invest in people and places with intention, we spark momentum that strengthens communities and expands opportunity. That is how fulfillment grows − client by client, family by family, generation by generation. 

Thank you for taking the time to explore this year’s report and for being part of the impact we are creating together. 

Together, we serve − and we are making a difference.