National recognition, strategic investments and ongoing commitment to clients and communities drive positive impact
Key Takeaways
- Edward Jones was named to the Fortune 500® for the 14th consecutive year, ranking No. 249 based on 2025 revenue of $17.9 billion, reinforcing the firm’s continued growth and scale.
- In partnership with Gallup, Edward Jones commissioned research to explore how Americans define and experience financial fulfillment, identify the factors they believe are most important to achieving it and examine its relationship with confidence, well-being and long-term financial progress.
- The firm continued to invest in new technologies such as Carefull, through Edward Jones Ventures, and Quicken.
- Edward Jones announced new college sports sponsorships with Duke University, the University of North Carolina and the University of Oregon, expanding opportunities to provide financial education, support student-athletes and strengthen connections within the communities these programs serve.
- More than 100 Edward Jones Grassroots Task Force members held more than 350 meetings with lawmakers on Capitol Hill, championing retirement security, caregiver support and tax fairness for middle-class investors.
St. Louis – Aug. 7, 2026 – Edward Jones continued building momentum in Q2 2026 through purpose-led growth – defining financial fulfillment, investing in innovative technologies and making a positive impact for clients, colleagues and communities.
The firm's inclusion on the Fortune 500® for the 14th consecutive year reflects the firm's continued growth and ability to serve clients at scale while remaining focused on helping people improve financial fulfillment.
“Being named to the Fortune 500® reflects how we bring our purpose to life through the work we do every day,” said Penny Pennington, managing partner of Edward Jones. “We continue to evolve our capabilities to deliver more comprehensive, personalized advice and help more people improve financial fulfillment. This recognition underscores the strength of our growth and the impact we're making for our clients, colleagues and communities.”
This recognition also represents the firm's strong financial foundation, which enables continued investment in clients, colleagues, technology and communities. The firm ranked No. 21 on Fortune’s 2026 100 Best Companies to Work For® – a recognition earned through sustained investment in colleague development, competitive benefits and an inclusive workplace culture.
Supported by disciplined financial management, strong liquidity and growth across key business areas, the firm remains well positioned to pursue long-term opportunities while helping clients navigate changing market conditions.
Beyond Wealth: Understanding Financial Fulfillment
The firm also released Money and Meaning: Understanding Financial Fulfillment based on a nationally representative Gallup survey of 5,075 U.S. adults age 21 and older. The research explored how Americans define financial fulfillment, what drives it and how it relates to confidence, well-being and long-term financial progress.
- Findings show that financial fulfillment extends beyond wealth accumulation, encompassing peace of mind, the ability to meet financial obligations, preparedness for the future and the freedom to pursue what matters most.
- Today, just 16% of Americans say they’re financially fulfilled while more than half sit in the conflicted middle – not stressed but not fulfilled either.
- The research identified financial knowledge, planning, disciplined saving and access to trusted guidance as important drivers of progress.
Accelerating Strategic Growth to Serve Clients More Completely
Edward Jones continues to invest in technologies and capabilities to meet client needs.
- The firm introduced Carefull, a complimentary digital financial safety platform available to all U.S. clients, to help protect against scams, identity theft and financial mistakes. The platform provides proactive monitoring and helps families coordinate financial caregiving across generations. Edward Jones also announced an investment in Carefull through Edward Jones Ventures, the firm’s strategic venture capital arm.
- Additionally, Edward Jones announced a minority equity investment in Quicken, a well-established personal financial management platform. Edward Jones intends to work closely with Quicken to expand access to intuitive personal financial management tools that help clients, especially younger investors, better understand and manage their day-to-day finances.
Together, the Carefull and Quicken investments strengthen Edward Jones' ability to support clients throughout every stage of their financial journey.
Meanwhile, progress continues toward the planned early-2027 opening of Edward Jones Bank, which is expected to deepen client relationships through a more integrated approach to banking, lending and financial planning.
Connecting with Clients and Communities
Edward Jones announced college sports sponsorship agreements with Duke University, the University of North Carolina and the University of Oregon, becoming the Official Wealth Management Partner of Duke Basketball, UNC Basketball and Oregon Athletics. These partnerships reflect the firm's belief that financial opportunity should be matched with financial education, creating opportunities to help students and student-athletes build lifelong financial knowledge and confidence while strengthening connections with the families and communities these programs serve.
Additionally, in May, Edward Jones Grassroots Task Force members met with lawmakers on Capitol Hill, championing retirement security, caregiver support and tax fairness for middle-class investors. The more than 100 Grassroots Task Force members, which includes financial advisors and client support team professionals from all 50 states, along with more than 50 senior leaders, held more than 350 meetings, sharing client stories and reinforcing Edward Jones' reputation as a trusted voice on financial policy.
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 $2.6 trillion in client assets under care as of June 30, 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.
* 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.
Website: www.edwardjones.com
Careers: https://careers.edwardjones.com
Membership: Member SIPC
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