Edward Jones Releases Annual Purpose, Inclusion and Citizenship Report

We are fueled by our purpose: to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. This year’s report is titled “Serving deeply,” and features the many ways Edward Jones cares for more people and more communities more completely in fulfillment of our purpose.

The report describes the achievements of Edward Jones’ approximately 56,000 associates throughout North America through year-end 2024.

We’re improving the lives of our clients by creating greater access to financial resources, education and guidance. With an estimated $124 trillion generational wealth transfer underway, client demographics — along with their needs, wants and wishes — are evolving. We are evolving too, by:

• Investing in training and innovative technologies, products and solutions that enable our financial advisors and client support teammates to serve our clients more completely
• Serving new and existing clients in more tailored ways
• Offering clients more values-based, sustainable investing and charitable giving choices so their saving — and their giving — can make an impact where it matters most to them

We’re improving the lives of our colleagues. At Edward Jones, we believe every person deserves the opportunity to thrive personally and professionally. We act on this belief by supporting all aspects of our colleagues’ well-being by:

• Partnering for greater colleague care and support
• Investing in their career goals with ongoing training, leadership development and professional designation opportunities; for example, as of the end of 2024, we are No. 1 in the industry for the most CERTIFIED FINANCIAL PLANNER® professionals and the most Financial Paraplanner Qualified Professionals® designees

We’re bettering our communities and society by giving our time, talent, and financial resources, including:

• Giving more than 308,000 volunteer hours and contributing $47.4 million through corporate, Edward Jones Foundation and associate philanthropic support to organizations representing a wide variety of causes
• Serving as a partner in Financial Futures, a collaborative cohort model of economic inclusion designed to enhance economic mobility for those historically lacking it

“It is my privilege to lead alongside approximately 55,000 colleagues whose shared purpose is making people and places better than we found them,” said Edward Jones Managing Partner, Penny Pennington. “We look forward to another year of helping our clients, colleagues and communities achieve what is most important to them.”

The firm’s annual Purpose, Inclusion and Citizenship Report is available at  edwardjones.com/servingdeeply.