A message from Managing Partner Penny Pennington

The Edward Jones of tomorrow will be defined by how we live up to our purpose. I’m proud to share with you how we achieved that in 2025, delivering on our commitment to service and impact.

This report was made for you

Where we’re finding fulfillment

Watch how we create new opportunities, pathways and perspectives to deliver on our purpose across North America.

Materiality assessment: The topics most relevant to the people we serve

We conducted a materiality assessment* with clients, financial advisors, branch associates, home office associates, future talent, community members, industry representatives, partners, regulatory representatives and investors to understand where our efforts can make a meaningful difference.

*The materiality assessment does not mean material from a financial reporting perspective.

Archive: Past Purpose, Inclusion and Citizenship Report

Access our historical impact data and previous report

2025Serving Deeply (PDF)

Important Information

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.