2025 Purpose, inclusion and citizenship video message with Penny Pennington transcript

Video transcript

Penny Pennington On Camera:

Welcome to the 2025 Purpose, Inclusion and Citizenship Report.

At Edward Jones, our purpose isn’t just a statement — it’s how we show up, prioritize our work, and measure impact.

We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.

This past year, we marked major milestones:

For our clients: we have expanded access to holistic financial advice, supporting their unique goals and aspirations. As a 124 trillion dollar wealth transfer unfolds, we’re investing in training, technology and values-based solutions to meet clients’ changing needs for the next generation. Our 20,000 financial advisors in more than 15,000 branches are providing more than 9 million clients with personalized advice.

For our colleagues: We invest in total well-being — health, career growth, and belonging — ensuring Edward Jones is a place where people thrive.  This year marked 50 years of Limited Partnership, empowering our colleagues as firm owners and continuing a tradition of private partnership that sets us proudly apart in the industry.

And for our communities: We give time, talent, and resources to causes that matter, driving meaningful change in communities across North America. We have helped 1 million learners improve their financial knowledge and resilience through our Financial Fitness program.

Leading this firm is a privilege. Our impact is real, and our commitment is unwavering.

Together, we serve … deeply. And together we make a difference.