We believe in the power of financial knowledge and a personal, needs-based approach to building long-lasting financial strength. Read more about our impact in our 2023 Purpose, Inclusion and Citizenship Report.
Nearly 450,000 learners reached in person and online through Edward Jones Financial Fitness educational programs since the program began in 2020.
Edward Jones offers 21 plans for 529s and is ranked No. 1 in the industry based on new investments.*
24/7/365 monitoring of systems and information and extensive privacy practices and screening processes to secure the data privacy of our clients and colleagues.
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.
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We believe pervasive health issues stand in the way of people building, maintaining and enjoying wealth in life.
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We believe every person deserves the opportunity to thrive — regardless of where they start.
Learn MoreDownload 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.
* As ranked by ISS Market Intelligence for Financial Advisor sold 529 plans.
**Analysis conducted in 2022 of direct and indirect economic and tax contributions of Edward Jones’ operations in the U.S. and Canada in 2021
