Edward Jones Bolsters Long-Standing Commitment to Early Savings and Wealth Building

Key Facts & Figures

• Associate Benefit: Edward Jones will match the U.S. Treasury Department’s one-time $1,000 contribution to 530A accounts, also known as “Trump Accounts,” for eligible newborn children of U.S. associates, beginning in January 2027.
• Client Reach: The firm provides specialized education and resources to its clients to fortify early savings strategies.
• Community Impact: These initiatives build upon Edward Jones’ $30 million investment in community economic mobility programs since 2023.
• Firm Scale: Edward Jones operates with more than 20,000 financial advisors, serving more 9 million clients, managing $2.5 trillion in client assets under care (as of Dec. 31, 2025).

ST. LOUIS, MO – May 11, 2026 – Today, Edward Jones announced a series of initiatives that reflects the firm’s long-standing commitment to improve financial outcomes for clients, colleagues and communities across the country.

Firm match for Edward Jones Colleagues: 530A Accounts

Established under the One Big Beautiful Bill Act, the 530A account program, also known as “Trump Accounts,” is designed to provide families with an early foundation for long-term saving and investing. To amplify this federal initiative, Edward Jones will provide a dollar-for-dollar match of the U.S. Treasury’s $1,000 seed contribution for the newborn children of its eligible U.S. associates.

“Edward Jones is committed to supporting policies, programs and initiatives that enhance engagement for our colleagues, create experiences for our clients that meet their unique needs and build stronger communities,” said Ken Cella, Principal, Head of External Affairs at Edward Jones. “This new benefit reflects our commitment to help more people make their first meaningful investment decisions as they plan for their future.”

Assessing Strategies for Clients

Edward Jones prioritizes early wealth building through practical tools used by its financial advisors to help its clients balance their financial goals.

As the 530A account program takes shape, Edward Jones is actively engaging in industry discussions to assess how these tax-advantaged accounts can complement broader client financial strategies. Currently, Edward Jones financial advisors are equipping clients with comprehensive education and resources on a range of programs designed to encourage early savings and long-term wealth building.

Expanding Access to Assets and Education across Communities

Through its ongoing commitment to create pathways for financial stability and mobility, Edward Jones is expanding its community initiatives focused on early asset building.

The firm will provide publicly accessible resources to help families and community members navigate the early wealth investment landscape and understand 530A accounts. Leveraging a branch presence in 68% of U.S. counties, these initiatives are specifically designed to benefit individuals who may be engaging with financial planning tools for the first time.

FAQs

How is Edward Jones supporting new 530A accounts?

Edward Jones will provide a dollar-for-dollar match of the U.S. Treasury Department’s one-time $1,000 seed contribution to 530A accounts, also known as “Trump Accounts,” for eligible newborn children of its U.S. associates, beginning in January 2027.

What does this mean for Edward Jones clients?

Edward Jones prioritizes early wealth building through practical tools used by its financial advisors to help its clients balance their financial goals. As the 530A account program takes shape, Edward Jones is actively engaging in industry discussions to assess how these tax-advantaged accounts can complement broader client financial strategies. Currently, Edward Jones financial advisors are equipping clients with comprehensive education and resources on a range of programs designed to encourage early savings and long-term wealth building.

How is Edward Jones expanding community access to financial education?

These initiatives build upon Edward Jones’ $30 million investment in community economic mobility programs since 2023. The firm will provide publicly accessible resources to help families and community members navigate the early wealth investment landscape and understand 530A accounts. Leveraging a branch presence in 68% of U.S. counties, these initiatives are specifically designed to benefit individuals who may be engaging with financial planning tools for the first time.

How many clients does Edward Jones serve?

Edward Jones operates with more than 20,000 financial advisors, serving more 9 million clients, managing $2.5 trillion in client assets under care (as of Dec. 31, 2025).

Edward Jones is a leading financial services firm serving clients across North America, with operations in the United States and Canada. It ranked No. 1 for advised investor satisfaction among 23 wealth management firms in the JD Power 2026 U.S. Investor Satisfaction Study*. More than 20,000 financial advisors serve over 9 million clients, with $2.4 trillion in client assets under care as of March 27, 2026. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 55,000 associates and our branch presence in 68% of U.S. counties and all Canadian provinces, Edward Jones is committed to helping improve the financial fulfillment for tens of millions of long-term investors across North America by providing comprehensive, personalized planning and professional advice. The Edward Jones website is at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.

• Website: www.edwardjones.com
• Careers: https://careers.edwardjones.com
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