Edward Jones Q1 2026 Update: Trust, Innovation, and Purpose in Action

ST. LOUIS, MO, May 7, 2026 – Edward Jones began 2026 with strong Q1 performance, advancing trust, innovation and financial fulfillment for clients, colleagues and communities.

• Edward Jones was ranked No. 1 for advised investor satisfaction in the JD Power 2026 U.S. and Canada Investor Satisfaction Studies, reinforcing trust in long-term financial advice.
• The firm earned top workplace recognition from Fortune and Training magazine, reflecting sustained investment in colleagues and leadership development.
• Edward Jones expanded client capabilities through conditional FDIC approval of Edward Jones Bank, new technology partnerships, and AI driven investments via Edward Jones Ventures.
• Strong financial discipline and liquidity continue to support long-term growth, innovation, and client confidence.

Advancing Trusted Advice and Client Confidence

Edward Jones was ranked No. 1 in the JD. Power 2026 U.S. Investor Satisfaction Study and No. 1 in the JD Power 2026 Canada Investor Satisfaction Study, based on responses from investors evaluating trust, advisor relationships, and overall experience (JD Power, 2026).

“We are incredibly grateful for the trust our clients place in Edward Jones and honored to be recognized for the care and guidance they receive from our teams. This top ranking is meaningful because it reflects the deep, trusted relationships our clients have with our financial advisors, and the impact our practice teams have in helping clients and their families move toward financial fulfillment with confidence,” said Penny Pennington, Managing Partner, Edward Jones.

Investing in Innovation to Serve Clients More Completely

Edward Jones continued to invest in capabilities that combine human advice with technology:

• Edward Jones Bank received conditional FDIC and Utah Department of Financial Institutions (UDFI) approval strengthening the firm’s ability to support clients’ banking and cash management needs as part of a holistic financial relationship.

  "For over a century, clients have relied on Edward Jones financial advisors for trusted investment and retirement guidance, and we recognize when client needs are shifting,” said David Chubak, Head of Wealth Management and Field Management at Edward Jones.

  “They want a more complete view of their financial lives. With the approval of our bank application, we can now deliver even better on what our clients are asking for. By bringing together our client's entire financial picture, we’re empowering our financial advisors to provide deeper, more meaningful advice and support clients through every stage of their financial journey.”

• A new technology relationship with Moment, enhancing how advisors deliver personalized planning and investment decision-making aligned to clients' unique fixed-income needs.
• Through Edward Jones Ventures, the firm invested in AI driven fintech solutions designed to help families navigate complex life moments – such as wealth transitions and long term planning – while keeping human advice at the center.

Living Our Purpose Through People and Culture

Edward Jones released its 2026 Purpose, Inclusion and Citizenship Report, Finding Fulfillment, highlighting progress in serving clients, supporting colleagues, and strengthening communities across North America. The report reflects the firm’s belief that financial success is deeply connected to well-being, confidence and long-term security.

In Q1 2026, Edward Jones was named No. 21 on Fortune’s 2026 100 Best Companies to Work For® and included on Fortune’s World’s Most Admired Companies list. The firm also marked its 26th consecutive year as a Training magazine APEX Award honoree, highlighting long-standing commitment to colleague development and learning.

Financial Strength Supporting Long Term Growth

Alongside these milestones, Edward Jones maintained a strong and resilient financial position in Q1 2026. The firm remains well diversified, with continued momentum in fee based advisory services, conservative financial practices, strong liquidity, and disciplined risk management –providing a stable foundation to invest for the long term.

As Edward Jones moves through 2026, the firm remains focused on deepening trust, expanding innovation responsibly and advancing financial fulfillment for millions of families. These Q1 milestones reflect continued momentum toward the firm’s long-term ambition to deliver comprehensive financial planning, trusted advice and meaningful impact for clients, colleagues and communities.

FAQs

How many clients does Edward Jones serve?

• In 2025, Edward Jones served more than 9 million clients in North America with $2.4 trillion in client assets under care.
• Edward Jones collective work extends far beyond individual clients, supporting approximately 166,000 community jobs and contributing $30.1 billion to the U.S. and Canadian GDP in 2025. (Edward Jones 2026 Purpose, Inclusion and Citizenship Report)

How does Edward Jones support communities?

• Edward Jones provides hands-on support, resources and advocacy.
• In 2025, Edward Jones contributed $46.9 million through corporate, Edward Jones Foundation and associate philanthropic giving.
• Edward Jones associates logged 321,800 volunteer hours to support community organizations across North America.
• Edward Jones also championed economic mobility through its Financial Futures program, launched a new five-year strategic alliance with the Alzheimer’s Association®, and raised more than 350,000 CAD for the Terry Fox Foundation in Canada.

How does Edward Jones invest in development and career growth for financial advisors?

• Edward Jones is No. 2 in the industry for the most CERTIFIED FINANCIAL PLANNER® professionals and No. 1 in the industry for the most Financial Paraplanner Qualified Professionals® designees in the U.S. as of Dec. 31, 2025.
• Edward Jones' teaming practice models are designed on a branch-by-branch basis to meet changing client needs and provide more flexibility, apprenticeship and succession planning for financial advisors.

How does Edward Jones support its employees?

• In 2025, Edward Jones expanded its comprehensive benefits package in new and differentiating ways, including lower-cost pharmacy benefits and expansive voluntary, low-cost insurance options for pet care, identity fraud and attorney assistance.
• Edward Jones also provides support to colleagues through critical life moments. In 2025, the firm activated the Edward Jones Disaster Relief Fund after tornados ripped through St. Louis, Mo., and London, Ky., providing meals, lodging and financial support for colleagues impacted, in addition to donating to local tornado relief funds.
• Edward Jones provides opportunities for associates to strengthen their cultural understanding and enhance connections through 12 firmwide Business Resource Groups with approximately 6,300 members.

How is Edward Jones approaching technology and innovation in financial services?

• Edward Jones is building a future where technology helps deepen relationships, expands access and empowers clients to take confident steps toward their financial goals.
• Through its venture capital investing arm, Edward Jones Ventures, Edward Jones is investing in cutting-edge ideas and emerging technologies that can deliver smarter, stronger solutions to benefit clients, investors, practice teams and the industry faster than ever before.
• With the increased prevalence and sophistication of fraud and cybercrimes, Edward Jones' cyber security and Senior Client Protection teams are meeting the challenge, ready to identify, analyze and protect clients from the moment fraud is detected.
• Edward Jones' regular trainings, Artificial Intelligence (AI) enhancements, continuous monitoring and regular knowledge sharing with clients ensures they and their finances stay safe.

About Edward Jones

Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm's more than 20,000 financial advisors serve over 9 million clients with a total of $2.4 trillion in client assets under care at the end of Mar. 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.

Disclosures

• JD Power 2026 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. For JD Power 2026 award information, visit jdpower.com/awards.
• Training Magazine APEX Award 2000-2026, published January-March each year, data as of September of prior year, an application fee was required for consideration.
• 2025 Fortune 100 Best Companies to Work For, published April 2025, research by Great Places to Work, data as of July 2024. Compensation provided for using, not obtaining, the rating.