Edward Jones Takes #1 Spot in Advised Investor Satisfaction in the JD Power 2026 U.S. Investor Satisfaction Study

Top Ranking Reflects Firmwide Commitment to Client Experience

KEY FACTS AT A GLANCE

• Ranking: #1 among 23 advice-based wealth management firms (J.D. Power 2026 U.S. Investor Satisfaction Study℠)
• Overall Score: 754 out of 1,000 points — significantly above the advised-industry average of 725
• Best-in-Class Dimensions: Trust, People, Products Meeting Client Needs, and Ease of Doing Business (4 of 7 evaluated)
• Historic Context: First time Edward Jones has earned the #1 ranking since 2021
• Study Scope: Based on 7,982 advised and 4,335 DIY investor responses; fielded January 2025 through January 2026
• Firm Scale: 20,000+ financial advisors | 9 million+ clients | $2.5 trillion in assets under care (as of December 31, 2025)
• Footprint: ~55,000 associates | branches in 68% of U.S. counties and all Canadian provinces
• Published: March 2026 | Source: J.D. Power

ST. LOUIS, Wed., March 18, 2026 — Edward Jones, a leading North American financial services firm headquartered in St. Louis, has earned the No. 1 ranking among 23 advice-based wealth management firms in the J.D. Power 2026 U.S. Investor Satisfaction Study℠, with an overall satisfaction score of 754 on a 1,000-point scale. The recognition marks the first time Edward Jones has claimed the top position since 2021 and places the firm among only three companies scoring significantly above the advised-industry average of 725. The achievement reflects Edward Jones’ continued investment in personalized financial advice, expanded product offerings, and advanced digital capabilities designed to deepen client relationships.

2026 J.D 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.

Why Did Edward Jones Rank #1 in the J.D. Power 2026 Investor Satisfaction Study?

Edward Jones achieved Best-in-Class performance in four of the seven most influential dimensions of investor satisfaction evaluated by J.D. Power in 2026:

1. Trust: Reflecting the deep, long-term relationships financial advisors build with clients and their families
2. People: Recognizing the expertise, responsiveness, and care delivered by the firm’s practice teams nationwide
3. Products Meeting Client Needs: Acknowledging the expanding range of financial solutions — including integrated banking, private-client wealth services, alternative investments, and personalized managed accounts
4. Ease of Doing Business: Highlighting the firm’s ongoing improvements to streamline client interactions through both digital and in-person channels

The remaining three dimensions evaluated in the study: digital channels, resolving problems or complaints, and value for fees paid, also showed continued enhancements across the Edward Jones platform throughout 2025 and into 2026.

What Does This #1 Ranking Mean for Edward Jones Clients?

“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.”

— Penny Pennington, Managing Partner, Edward Jones 

The firm’s relationship-driven model pairs each client with a dedicated financial advisor who takes the time to understand the client’s goals, priorities, and life circumstances before developing tailored financial strategies. Backed by robust financial planning capabilities, a broad spectrum of investment solutions, and intuitive digital tools, this personalized approach is built to deliver advice that evolves with clients over time and helps them stay focused on achieving their long-term financial goals.

What Investments Has Edward Jones Made to Improve Client Satisfaction?

In recent years, Edward Jones has made significant investments in technology, advisor education, and product expansion to help improve the financial advisor experience and better meet the evolving needs of its 9 million+ clients. Key strategic initiatives as of 2026 include:

• Integrated banking capabilities that allow clients to manage more of their financial life through a single relationship
• Expanded private-client wealth services and alternative investment options for high-net-worth and complex planning needs
• New portfolio-management technology to support personalized managed accounts, enabling advisors to tailor investment strategies at scale
• The launch of Edward Jones Ventures, a dedicated initiative to invest in and incubate innovations that enhance financial planning, advisor capabilities, and client experiences
• Advanced digital tools and enhanced self-service options that complement the firm’s in-person advisory model

How Does This Recognition Reflect Edward Jones’ Team-Based Approach?

“This recognition belongs to associates across Edward Jones, from practice teams to our regional and home office colleagues, who work together every day to help clients navigate complex and personal financial decisions. Regaining the number one position reflects our commitment to expanding choice and deepening partnerships, all to help our clients pursue their unique financial goals with greater clarity and confidence.”

— David Gunn, Principal, Head of U.S. and Canada Business Units, Edward Jones 

About Edward Jones

Edward Jones is a leading financial services firm which operates throughout North America in the U.S. and Canada. The firm's more than 20,000 financial advisors ("FA") serve more than 9 million clients with a total of $2.5 trillion in client assets under care as of December 31, 2025. 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.