Partnering for Lasting Financial Strength
We believe in the power of financial knowledge and a personal, needs-based approach to building long-lasting financial strength.Learn More
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.
To learn more about the many ways we brought our purpose to life in 2022, download our Purpose, Inclusion and Citizenship Report, Purpose in Action.
We create deep relationships and provide tailored resources to educate and support people in seeking to create intergenerational wealth for themselves and those around them.
We work to promote the financial and emotional well-being of those impacted by health issues, so each person can live an enriching life.
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.
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. This information is for general informational purposes only and is not tax or legal advice.
Please consult your tax advisor about individual tax considerations related to charitable contribution deductions.