Our 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.

Executive Summary (PDF) Full Report (PDF)
Penny Pennington smiling

Penny Pennington
Managing Partner, Edward Jones

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. 

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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. 

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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.

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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.

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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.

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Sharing our time, treasure and talent

More than $34.3 million contributed through corporate, Edward Jones Foundation and associate philanthropic support to 319 organizations.

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Helping clients leave a legacy

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Making education more affordable

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Advocating for the individual investor

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Caring for our associates

Our Purpose Impact Areas

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.

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Promoting Healthier Futures

We believe pervasive health issues stand in the way of people building, maintaining and enjoying wealth in life.

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Advancing Inclusive Growth

We believe every person deserves the opportunity to thrive — regardless of where they start.

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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.