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 26, 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.

The firm receives payments known as revenue sharing from certain mutual fund companies, 529 plan program managers and insurance companies (collectively referred to as “product partners”). Certain firm transactions relating to mutual funds (outside of advisory programs), 529 plans and annuity products involve product partners who pay revenue sharing to the firm.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of U.S. securities laws. You can identify forward-looking statements by words that predict or indicate future events, such as “will,” “plan,” “develop,” “build,” “aim,” “expect,” “intend,” “anticipate,” “believe,” “estimate,” “project,” “roll out,” “deliver,” “create,” “enable,” “equip,” “opportunity,” or “once complete” and similar expressions. Forward-looking statements involve known and unknown risks, uncertainties and other factors, some of which are beyond the control of The Jones Financial Companies, L.L.L.P., and actual results may differ materially. These risks and uncertainties include technology development and implementation challenges, third-party performance and the Risk Factors discussed in the firm’s Annual Report on Form 10-K, as supplemented by its Quarterly Reports on Form 10-Q and any Current Reports on Form 8-K. These statements are based on information, plans and estimates as of the date of this press release, and the firm does not undertake to update them, except as required by law.