Our Impact

Two stick figures giving a high five on a yellow background.

Teaming up

We’re moving beyond a one advisor, one client support team professional model to provide more flexibility, apprenticeship and succession planning for our financial advisors. 

Two hands holding a heart on a yellow background.

Investing in wellness

We’re taking care of our associates with new and innovative partnerships that seek to improve mental health support, cardiometabolic and nutrition resources, pharmaceutical benefits and at-home physical therapy solutions. 

Three stick figures standing together on a yellow background.

Growing together

Being a firm for all starts with our approach to hiring and extends through career development, and our day-to-day culture of ensuring every associate is heard and feels valued. 

Better coaching leads to more wins

The Ted Jones Coaching Program provides field‐led, peer‐to‐peer coaching to help branch teams commit to and achieve performance excellence that leads to success in their business and the lives of their clients. The program was inspired by Ted Jones, the firm’s second managing partner, and created by veteran financial advisors who recognized the need for coaching and maintaining culture. Following the four cornerstones of the program — Culture, Alignment, Scalability and Intentionality — allows us to work in partnership, while staying grounded in the culture we help preserve.

 People placing colorful sticky notes on a wall during a collaborative workshop.

Learning makes us stronger

In 2025, Edward Jones partnered with Guild to pilot a skills-based education initiative designed to expand access to career growth and support associates as their roles evolve. The pilot focused on high-priority skills such as project management, change management, business strategy and leadership. This investment in our teams is already paying dividends for our client support teams, and the pilot reflects Edward Jones’ commitment to building a culture of continuous learning, mobility and opportunity — creating countless ways for associates to upskill and grow their careers.

 A person working on a laptop at a table in a bright, modern indoor space with large windows.

Navigating women’s health together

This past fall, more than 1,200 Edward Jones associates attended an in-person and virtual, expert-led panel discussion on the science and realities of menopause and perimenopause. Jennifer Kingston, Head of Business Human Capital, guided the discussion with care and clarity, enriching it with her personal experience. Panelists shared authentic stories, expert insights and practical tools to better understand the physical, emotional and professional impacts of menopause and perimenopause — for our clients, our colleagues, our loved ones and ourselves. The event helped outline for attendees that the best way to understand how these changes affect someone is by listening to their lived experiences.
 

 Four people standing together on a stage in front of a podium and purple-lit backdrop at an event.

Archive: Past Purpose, Inclusion and Citizenship Report

Access our historical impact data and previous report

2025Serving Deeply (PDF)

Important Information

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.