Our Impact
Fostering economic mobility
Financial education is most effective and impactful when it’s connected to real assets, which is why our Financial Futures programs offer educational options tied to tangible assets.
Advocating at every level
In 2025, the Edward Jones Grassroots Task Force celebrated 40 years of service. We are proud to serve as the industry’s only volunteer task force, advocating for our clients and communities at the state and federal levels.
Environmental stewardship
By celebrating what would have been Ted and Pat Jones’ 100th birthday in 2025, we carry on their legacy of conservation and commitment to environmental stewardship.
Making an impact
Our culture of volunteerism is on display every time Edward Jones associates come together.
Getting physically and financially fit
Through the Financial Futures Main Street Initiative program, Edward Jones and the Small Business Empowerment Center helped Monica Campbell of St. Louis, MO, fund her new gym, where she helps her patrons get in stronger physical and financial shape. Monica started the gym in 2023 with a goal of helping more people take control of their health and wellness. With the help of Edward Jones, she’s able to offer a financial wellness class that combines burning calories and financial education to create a stronger, healthier and more empowered community.
Giving a voice
to our clients
In 2025, Mike Hirsch, financial advisor in Villa Park, IL, completed a six-year run serving on the Edward Jones Grassroots Task Force. For Hirsch, advocating on behalf of clients in his region was an opportunity to combine his background and education in political science with his passion for helping more people in his community live financially fulfilled lives. Through in-state roundtable discussions and meetings on Capitol Hill, Hirsch helped advocate for legislation that creates additional savings opportunities to help the millions of Americans who provide caregiving services.
Walk participants step up in Houston
Branch offices and associates in the Houston area have collectively raised $1 million for the Alzheimer’s Association Walk to End Alzheimer’s® since the firm signed on as the National Presenting Sponsor in 2016. “Together, the Alzheimer’s Association and Edward Jones are advancing healthier futures by addressing the far-reaching impact of Alzheimer’s and other dementias on families, communities and finances,” said Paul Dimiceli, Edward Jones financial advisor and regional leader. “We are honored to support the Association’s mission in Houston and nationwide.”
Archive: Past Purpose, Inclusion and Citizenship Report
Access our historical impact data and previous report
2025 — Serving 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.