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 MoreOur Purpose
2023 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.
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.
Welcome
Penny Pennington
Managing Partner, Edward Jones
In action
Our Purpose Impact Areas
Partnering for Lasting Financial Strength
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.
Promoting Healthier Futures
We work to promote the financial and emotional well-being of those impacted by health issues, so each person can live an enriching life.
Advancing Inclusive Growth
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.
At a glance
Building financial resiliency
Nearly 450,000 learners reached in person and online through Edward Jones Financial Fitness educational programs — including more than 60,000 high school students — since the program began in 2020.
Helping clients achieve what's most important to them
More than 8 million clients served by nearly 19,000 financial advisors and 24,000 full-time and part-time branch team support members across North America.
Sharing our time, treasure and talent
More than $34.3 million contributed through corporate, Edward Jones Foundation and associate philanthropic support to 319 organizations.
Activating our purpose
Impact highlights
Helping clients leave a legacy
Making education more affordable
Advocating for the individual investor
Caring for our associates
Our Purpose Impact Areas
Promoting Healthier Futures
We believe pervasive health issues stand in the way of people building, maintaining and enjoying wealth in life.
Learn More
Advancing Inclusive Growth
We believe every person deserves the opportunity to thrive — regardless of where they start.
Learn More
View past reports
Download our past Purpose, Inclusion and Citizenship Reports using the links below:
2022 - Partnering for Positive Impact (PDF)
2021 - Deeply Invested (PDF)
2020 - When Purpose Meets Passion (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. 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.