Partnering for positive impact

2022 Edward Jones Purpose, Inclusion and Citizenship Report

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:

Full 2022 Report (PDF) 2022 Executive Summary (PDF)


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

Read Welcome Letter (PDF) Opens in a new window

100 years of 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.

Learn More

Advancing Inclusive Growth

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. 

Spirit of Caring

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.

View the Spirit of Caring Award videos

Past reports

Download our past reports using the links below:

2021      Deeply Invested: 2021 Purpose, Inclusion and Citizenship Report (PDF)

2020     2020 Corporate 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.