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. Read more about our impact in our 2023 Purpose, Inclusion and Citizenship Report.

Executive Summary (PDF) Full Report (PDF)

2022 in review

As a firm, we want people to achieve what's most important to them, and we believe the keys to their success lie in helping to grow financial knowledge and build long-lasting financial resilience. Read on to learn more about how we create deep relationships and provide tailored resources to support people as they seek to create intergenerational wealth for themselves and those around them.

Foundational efforts

Building financial resiliency

We take a holistic approach to financial well-being that includes education, products and services that help people get ahead and pass down that prosperity for generations.

Helping clients make a lasting impact

The Edward Jones Charitable Gift Fund is helping clients leave a legacy through donor-advised funds.

Investing in our branch teams and clients

We are on a multi-year journey of transformation geared toward serving our clients more completely through deep personal relationships and comprehensive planning and advice.

Learn more about our approach

At a glance

Building financial resilience

Nearly 450,000 learners reached in person and online through Edward Jones Financial Fitness educational programs since the program began in 2020.

Learn more about Edward Jones Financial Fitness program

Making education more affordable

Edward Jones offers 21 plans for 529s and is ranked No. 1 in the industry based on new investments.*

Learn more about 529 education savings plans

Protecting privacy and security

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.

Learn more about our privacy policy

A spirit of caring

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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.

Learn more

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.

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.

* 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