We're Partnering for Lasting Financial Strength

At Edward Jones, we believe in the power of financial knowledge and a personal, needs-based approach to building long-lasting financial strength. 

Download our 2024 Purpose, Inclusion and Citizenship Report, Growing Our Impact, using the links below:

Executive Summary (PDF) opens in a new window Full Report (PDF) opens in a new window
 Group of people sitting in a classroom
Two women sharing something on tablet

Mindset, skillset and toolset

Man working at computers

More room to grow

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Getting in financial shape

Rebuilding a landmark

Benito Vattelana, Financial Advisor, Hagerstown, MD, was the driving force behind rebuilding a historic vaudeville theatre. Built in 1915, the Maryland Theatre burned down in 1974 and sat empty until Benito engaged the community in a drive to rebuild it. He began hosting music and entertainment events to invite people to be part of the experience. Fifteen years later, the theatre has been completely rebuilt into a performing arts center.

 Maryland theatre building

Backpack impact

Joe LiPuma, Financial Advisor, Strongsville, OH, brought his and two nearby regions together to organize a school supply and backpack drive for the local Boys & Girls Club. Beyond the benefits to countless schoolchildren, Joe and his peers have seen  their client relationships strengthen around a common goal of helping kids.

 Group of Edward Jones associates posing at school supply and backpack drive

A passion for people

Shandre Harasty, Financial Advisor in Suffolk, VA, read a study that showed the number one reason employees stay at their companies is because they support their passions outside of work. So, she and her team brought the region together for the Chesapeake Bay Clean the Bay Day, an event that connected top personal passions of education, the environment and children.

 Group of Edward Jones associates posing outside at Chesapeake Bay Cleanup day

A spirit of caring

Whether it’s packing food for kids in need, volunteering at church, taking care of animals or raising money for the arts, the desire to give time, talent, and treasure to causes that matter is something that resides deep in both Neal Norton and Rebecca Daniels.

Our Purpose Impact Areas

2024 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.

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Promoting Healthier Futures

At Edward Jones, we work to promote the financial, physical and emotional well-being of those impacted by health issues, so each person can live an enriching life.

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Advancing Inclusive Growth

At Edward Jones, 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.

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View past reports

Download our past Purpose, Inclusion and Citizenship Reports using the links below:

2023 - Purpose in Action (PDF)

2022 - Partnering for Positive Impact (PDF)