Edward Jones focuses on the needs of investors earlier in their financial journeys

Edward Jones is developing a hybrid advice offering designed for next-generation investors that will combine self-serve digital tools and access to human guidance.

  • Edward Jones has taken the first step in rolling out its future hybrid advice offering with the introduction of Edward Jones Digital Managed SolutionsTM ("Digital Managed Solutions"), a new investment advisory platform now available to a small group of Edward Jones associates.
  • The initial phase is designed to help the firm test, learn and evolve to deliver the best possible experience when Edward Jones makes the offering available more broadly in mid-2027.
  • According to recent research from Edward Jones and Gallup, only 5% of Gen Z and 10% of Millennials are financially fulfilled. Edward Jones aims to support next-generation investors in improving their financial fulfillment. 

St. Louis, MO (August 18, 2026) – Edward Jones filed the Edward Jones Digital Managed SolutionsTM ("Digital Managed Solutions") Brochure detailing its new investment advisory platform. The program will be part of the firm’s future hybrid advice offering and is now being rolled out to a small group of Edward Jones associates.

Edward Jones is committed to helping investors feel known, receive trusted guidance and build confidence in their financial futures, and we're evolving to meet client needs.

What's new:

Edward Jones is developing its first direct-to-consumer offering that will combine a digital investment advisory platform and self-serve financial tools with access to trusted human guidance. It's being designed for investors earlier in their financial journeys – whether starting a family, buying a home or inheriting wealth.

These clients value personalized, digital-first experiences with the flexibility to access professional guidance when and how they need it.

Helping investors improve financial fulfillment:

According to recent research from Edward Jones and Gallup, only 5% of Gen Z and 10% of Millennials are financially fulfilled.

"Younger investors are redefining financial fulfillment, and Edward Jones is focused on meeting them where they are by developing an offering that will empower clients to navigate financial decisions with confidence," said Ryan Robson, Principal, Edward Jones. "We believe this model will help younger investors – and any investors who value a hybrid advice experience – to start earlier, stay consistent and build flexible financial strategies that evolve with their lives."

The initial phase will help the firm test, learn and evolve to deliver the best possible experience when the offering is made available more broadly in mid-2027.

Edward Jones has also expanded financial education, tools and support through the workplace, which is often the first-place individuals are introduced to investing.

About Edward Jones

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.

*2026 JD Power U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking.