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

Edward Jones achieved Best-in-Class performance in 4 of 7 key dimensions — Trust, People, Products Meeting Client Needs, and Ease of Doing Business — earning an overall score of 754 out of 1,000, significantly above the advised-industry average of 725.

What is the J.D. Power U.S. Investor Satisfaction Study?

The J.D. Power U.S. Investor Satisfaction Study is an annual benchmarking study evaluating the experiences of advised and DIY investors across U.S. wealth management firms. The 2026 study surveyed 12,317 investors (7,982 advised, 4,335 DIY) from January 2025 through January 2026.

What investments has Edward Jones made to improve client satisfaction?

Edward Jones has invested in integrated banking capabilities, expanded private-client wealth services and alternative investments, new portfolio-management technology for personalized managed accounts, and launched Edward Jones Ventures to incubate innovations in financial planning and advisor capabilities.

How many clients and financial advisors does Edward Jones have?

As of December 31, 2025, Edward Jones has more than 20,000 financial advisors serving more than 9 million clients, with $2.5 trillion in client assets under care. The firm has approximately 55,000 associates and branch presence in 68% of U.S. counties and all Canadian provinces.

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

News release | Mar.18, 2026