At Edward Jones, our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.
Download our 2022 Purpose, Inclusion and Citizenship Report, Partnering for Positive Impact, using the links below:
As we celebrate 100 years of history and look to the next 100 years, Edward Jones continues to put our purpose in action, making a positive impact for our clients, colleagues, communities and society. We do it by partnering with one another and with organizations that share our passion and our purpose. Together, we have an ability to impact and enable future generations.
Penny Pennington
Managing Partner, Edward Jones
Edward Jones turned 100 on January 28, 2022, marking a century of serving clients and communities, continuously evolving to become the successful firm we are today.
To honor those who have made this milestone possible we have planned a yearlong commemoration that brings our purpose to life, celebrates our past and looks forward to the growth of our impact.
We believe in the power of financial knowledge and a personal approach to build long-lasting financial strength. That’s why we create deep relationships and provide tailored resources to educate and support people in creating intergenerational wealth for themselves and those around them.
In 2020, Edward Jones launched our Financial Fitness educational curriculum with a goal of building financial knowledge and confidence. We have a goal of impacting an estimated one million adults and youth by the end of 2025. In 2021, we reached more than 25,000 students at 575 high schools, and more than 149,000 individuals participated through online learning.
goal of reaching 1 million adults and youth by the end of 2025
of financial education provided by associates
In 2020, Edward Jones launched our Financial Fitness educational curriculum with a goal of building financial knowledge and confidence. We have a goal of impacting an estimated one million adults and youth by the end of 2025. In 2021, we reached more than 25,000 students at 575 high schools, and more than 149,000 individuals participated through online learning.
goal of reaching 1 million adults and youth by the end of 2025
of financial education provided by associates
In 2019, Edward Jones collaborated with Age Wave on a study titled “The Four Pillars of the New Retirement.” Recognizing these extraordinary times, we introduced a new study in 2021 to track how the pandemic disrupted our lives, how Americans are faring, and what's next in the “new retirement.”
In 2019, Edward Jones collaborated with Age Wave on a study titled “The Four Pillars of the New Retirement.” Recognizing these extraordinary times, we introduced a new study in 2021 to track how the pandemic disrupted our lives, how Americans are faring, and what's next in the “new retirement.”
Despite increasing student debt and rising college tuition, only one-third of people in the U.S. recognize a 529 plan as an education savings tool, according to a 2021 study conducted by Edward Jones.
offered by Edward Jones
participate in 529 plans
Despite increasing student debt and rising college tuition, only one-third of people in the U.S. recognize a 529 plan as an education savings tool, according to a 2021 study conducted by Edward Jones.
offered by Edward Jones
participate in 529 plans
We believe pervasive health issues stand in the way of people building, maintaining and enjoying wealth in life. That’s why we work to promote the financial and emotional well-being of those impacted by health issues, so each person can live an enriching life.
Making a positive impact in the lives of our clients, colleagues and communities starts with the care and support we provide our associates to address their own physical, emotional, financial and social well-being.
reached in savings in Edward Jones associate retirement accounts in 2021
access to a live Employee Assistance Program (EAP) resource
Making a positive impact in the lives of our clients, colleagues and communities starts with the care and support we provide our associates to address their own physical, emotional, financial and social well-being.
reached in savings in Edward Jones associate retirement accounts in 2021
access to a live Employee Assistance Program (EAP) resource
Since 2016, Edward Jones has proudly served as a National Presenting Sponsor for the Alzheimer’s Association Walk to End Alzheimer’s®. We pledged to raise $50 million with an estimated 150,000 walk participants by the end of 2025. Since 2016, the firm and its associates have raised more than $30 million and more than 85,000 participants have walked under the Edward Jones banner.
walk participants since 2016
raised since 2016
Since 2016, Edward Jones has proudly served as a National Presenting Sponsor for the Alzheimer’s Association Walk to End Alzheimer’s®. We pledged to raise $50 million with an estimated 150,000 walk participants by the end of 2025. Since 2016, the firm and its associates have raised more than $30 million and more than 85,000 participants have walked under the Edward Jones banner.
walk participants since 2016
raised since 2016
Giving back to the communities where we live is an important part of our culture. In early 2021, we enthusiastically announced our support of The Terry Fox Foundation in Canada and its mission to find a cure for cancer by funding outstanding research.
contributed to The Terry Fox Foundation in 2021
Giving back to the communities where we live is an important part of our culture. In early 2021, we enthusiastically announced our support of The Terry Fox Foundation in Canada and its mission to find a cure for cancer by funding outstanding research.
contributed to The Terry Fox Foundation in 2021
We believe every person deserves the opportunity to thrive – regardless of where they start. That’s why we invest to lift all people and communities, including the underserved, by equipping more people to fully participate in the economy and build the future they want.
Progress depends on our collective hard work and everyday actions to work together toward true equity. Our commitments to diversity, equity and inclusion, including a five-point commitment in the U.S. and a four-point commitment in Canada, diverse representation goals and our everyday ways of working are all part of the important efforts to build a truly equitable culture at Edward Jones.
15%
goal of U.S. and Canadian financial advisors of color by 2025
30%
goal of Female U.S. and Canadian financial advisors by 2025
Progress depends on our collective hard work and everyday actions to work together toward true equity. Our commitments to diversity, equity and inclusion, including a five-point commitment in the U.S. and a four-point commitment in Canada, diverse representation goals and our everyday ways of working are all part of the important efforts to build a truly equitable culture at Edward Jones.
15%
goal of U.S. and Canadian financial advisors of color by 2025
30%
goal of Female U.S. and Canadian financial advisors by 2025
In fall 2021, more than 350 leaders from the field and our home offices came together virtually at Edward Jones’ inaugural Diversity, Equity and Inclusion Conference to recognize inclusive leadership, strengthen our growth mindset and foster a place of belonging where everyone can feel comfortable bringing their full selves to work.
In fall 2021, more than 350 leaders from the field and our home offices came together virtually at Edward Jones’ inaugural Diversity, Equity and Inclusion Conference to recognize inclusive leadership, strengthen our growth mindset and foster a place of belonging where everyone can feel comfortable bringing their full selves to work.
At Edward Jones, we are purpose-driven, leader-led and team-based. DEI practices are embedded into the fabric of our firm, including how we solve problems and deliver for our clients. Talented colleagues from across our organization come together regularly to develop innovative ways to evolve and improve our processes, systems and culture.
At Edward Jones, we are purpose-driven, leader-led and team-based. DEI practices are embedded into the fabric of our firm, including how we solve problems and deliver for our clients. Talented colleagues from across our organization come together regularly to develop innovative ways to evolve and improve our processes, systems and culture.
For more than 100 years, a spirit of caring has defined how Edward Jones associates deliver for our clients, colleagues and communities. Since 2010, the annual Ted Jones Spirit of Caring Award has gone to one financial advisor and one branch office administrator in every one of the firm's regions who best exemplify Edward Jones’ values, culture and spirit of giving back.
Our purpose, inclusion and citizenship impact, at a glance.
Download our past reports using the links below:
2021 Deeply Invested: 2021 Purpose, Inclusion and Citizenship Report (PDF)
Important information:
Tax issues for 529 plans can be complex. Please consult your tax advisor about your situation. Edward Jones, its financial advisors and associates cannot provide tax or legal advice.