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Awards & Accolades

Edward Jones Named to the 2022 Best Workplaces for Women List by Great Place to Work^® and Fortune^® magazine

Edward Jones has been named to the 2022 “Best Workplaces for Women” list by Great Place to Work® and Fortune magazine, ranking No. 45.

The survey found 91% of Edward Jones’ associates said the firm is a great place to work. This number is 34% higher than the average U.S. company. Rooted in its purpose – the firm partners for positive impact to improve the lives of its clients and colleagues, and together, better communities and society.

“At Edward Jones, we know progress depends on our collective hard work and everyday actions to work together toward true equity,” said Jennifer Kingston, Head of Enterprise Diversity, Equity and Inclusion (DEI).

Best Workplaces for Women is highly competitive and the award is based on analysis of survey responses from more than 640,000 women across the U.S.

The Great Place to Work award selects winners based on how fairly women say they’re treated at their workplace. The survey measures the differences in women’s survey responses with those of their peers and assesses the impact of demographics and roles on the quality and consistency of women’s experiences.

“This year, we renewed our five-point commitment to positively impact opportunities for women and people of color,” said Kingston. “We are focused on advancing equitable hiring, training, promotional practices and policies to progress toward greater diverse representation.”

Edward Jones has committed to the following human capital aspirations in the U.S. and Canada by the end of 2025:

20% people of color and 50% women among leaders in the firm’s U.S. and Canada headquarters
15% people of color and 40% women among U.S. and Canadian home office general partners
15% people of color and 30% women among U.S. and Canadian financial advisors

For more on how Edward Jones is creating a place of belonging for all, please see the fourth-annual Purpose, Inclusion and Citizenship Report, “Partnering for Positive Impact,” which showcases the firm’s year-end 2021 progress and achievements.

The Best Workplaces for Women, announced in September 2022 and based on data as of August 2021 is one of a series of rankings by Great Place to Work and Fortune (compensation provided for using, not obtaining the Best Workplaces for Women ranking). In 2022, Edward Jones also ranked No. 35 on the 100 Best Companies to Work For list, and No. 3 on the 100 Best Workplaces for Millennials list. Additionally, the firm was named as one of the 2022 World’s Most Admired Companies. (Sources: 100 Best Companies announced April 2022, data as of August 2021; Millennials announced July 2022, data as of March 2022; Most Admired in partnership with Korn Ferry, announced February 2022, data as of November 2021).

©2022 Fortune® Media IP Limited. All rights reserved. Used under license. Fortune® and Fortune® Media IP Limited are not affiliated with, and do not endorse the products or services of, Edward Jones & Co., L.P.

2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work, data as of August 2021. Compensation provided for using, not obtaining, the rating.

Edward Jones Named One of the Best Workplaces in Financial Services & Insurance

September 21, 2022/in Awards & Accolades, Experienced Financial Advisor Optional /by Symphony Talent

Awards & Accolades

Edward Jones Ranks No 7 on the Best Workplaces on the Fortune® Financial Services & Insurance™ List

Edward Jones was named among the 2024 Best Workplaces in Financial Services & Insurance by Fortune magazine and Great Place to Work®. The firm ranked No. 7 in the large company category, up nine spots from 2023.

The Best Workplaces in Financial Services & Insurance award is based on an analysis of survey responses from 1.3 million employees across the U.S. In that survey, 89% of Edward Jones associates said the firm is a great place to work — 32 percentage points higher than the average U.S. company.

“We care deeply about our associates and are focused on enabling development opportunities, promoting career pathways for growth and providing meaningful benefits and programs that align to our culture, values and our firm’s purpose to partner for positive impact to improve the lives of our clients, colleagues and communities,” said Suzan McDaniel, Chief Human Resources Officer at Edward Jones.

Survey questions probe areas such as leadership, well-being, personal development, compensation, recognition, place of belonging and meaningful work.

“We’re extremely proud of this recognition and the work we’ve done to create a culture and work environment where our associates can thrive.”

-Suzan McDaniel, Chief Human Resources Officer

The firm’s more than 19,500 financial advisors deliver planning, advice, products and services to more than 8 million clients with the support of tens of thousands of client support team members and home office professionals. With local offices in 68% of U.S. counties, Edward Jones financial advisors are approaching conversations holistically to help clients achieve what’s most important to them financially.

With 54,000 colleagues in the U.S. and Canada, fostering a workplace where every colleague feels valued, respected, seen and heard in a culture of caring is foundational to the associate experience. The spirit of partnership also guides our community involvement opportunities, such as the Walk to End Alzheimer’s® — a firmwide effort that has helped raise $2,019,974 in the fight to end Alzheimer’s disease.

2024 Fortune Best Workplaces in Financial Services & Insurance®, published September 2024, research by Great Places to Work®, data as of August 2023. Compensation provided for using, not obtaining, the rating. From Fortune, ©2024 Fortune Media IP Limited. All rights reserved. Used under license.

Edward Jones Named on Companies That Care List

August 31, 2022/in Awards & Accolades Optional /by Symphony Talent

Awards & Accolades

Edward Jones Named on Companies That Care List

Edward Jones has been named one of the 100 Companies That Care, ranking No. 37 overall on the Great Place to Work® and People magazine list (published August 2022).

The ranking is a positive reflection of Edward Jones’ commitment to purpose — to partner for positive impact to improve the lives of clients and colleagues, and together, better our communities and society. Shared purpose is one of many ways Edward Jones builds a great workplace, and associates agree: the data as of August 2021, showed that 91% of Edward Jones associates said it is a great place to work compared to 57% of employees at a typical U.S.-based company.

Edward Jones aims to create a unique culture of caring, where clients come first and associates support one another through coaching and collaboration.

“Our culture of support is so deep that it can be difficult to explain,” said Edward Jones Financial Advisor Mike Fessler. “This is a place where people care about you and care about your success.”

Great Place to Work based its ranking on a data-driven methodology applied to a confidential survey of more than 1 million respondents who work at Great Place to Work—certified organizations. Survey statements collectively described a great associate experience, defined as high levels of trust, respect, credibility, fairness, pride and camaraderie. Responses were compared across generations.

This is a place where people care about you.

-Mike Fessler, Edward Jones Financial Advisor

You can view our third-annual Purpose, Inclusion and Citizenship Report, “Partnering for positive impact,” which showcases the firm’s year-end 2021 achievements and how it works to improve the lives of its clients and colleagues, and together, better its communities and society. In 2021, the firm furthered a place of belonging for its associates and advanced its diverse representation goals, educated more than 175,000 individuals through its Financial Fitness program and donated more than $26 million to 259 organizations through corporate, Edward Jones Foundation and philanthropic giving.

Celebrating its centennial in 2022, Edward Jones is committed to making the firm an even better place to work through investments and enhancements in professional development, productivity resources and expanded flexibility opportunities.

In 2022, Edward Jones also was named among the Fortune® 100 Best Companies to Work For by Fortune® magazine and Great Place to Work, the firm’s 23rd year on the list and ranking No. 35 this year (announced in April 2022; data as of August 2021). Fortune® magazine also recognized Edward Jones as one of the 2022 World’s Most Admired Companies, in partnership with Korn Ferry (announced in February 2022; data as of November 2021).

Great Place to Work measures the differences in survey responses across demographic groups and roles within each organization to assess the quality and consistency of employees’ experiences being cared for and caring for their communities.  Survey data analysis, company-provided data points and essay evaluation results are factored into a combined score to compare and rank companies on how their workplaces have made a difference in employees’ lives and in the broader community. Many companies survey every employee, far surpassing the minimum threshold of 5,000. Rankings also reflect the generosity of each organization’s benefits, philanthropic and community support, with particular focus on activities occurring in the last year.

Source: People.com announced August 2022; data as of August 2021 by Great Places to Work.
People Companies That Care Logo is used under license, © 2022, TI Gotham, Inc.

2022 People Companies Who Care, published August 2022, Great Places to Work, data as of August 2021. Compensation provided for using, not obtaining, the rating.

Edward Jones Named a Top Workplace for Millennials

July 21, 2022/in Awards & Accolades Optional /by Symphony Talent

Awards & Accolades

Edward Jones Named a Top Workplace for Millennials

Edward Jones has been ranked No. 3 among the 100 Best Large Workplaces for Millennials in 2022 by Great Place to Work® and Fortune® magazine list (published July 2022). The firm was the highest-ranking financial services firm on the list of 100 large companies.

The survey reinforced the importance millennials place on having purpose in their work. The data as of March 15, 2022, showed that purpose represents the biggest gap between millennials and older generations. With our purpose — to partner for positive impact, to improve the lives of our clients and colleagues, and together, better our communities and society – as Edward Jones’ North Star, the firm is especially proud to be ranked on this list.

Edward Jones Financial Advisor and millennial, Alyssa Jennings, agreed with the survey findings on priorities for millennials. “Partnering with clients to help them achieve what is financially most important to them is one of many ways we live out our purpose every day,” said Jennings. “Our shared purpose enables each of us to make a meaningful impact.”

Great Place to Work based its ranking on a data-driven methodology applied to a confidential survey of more than 1 million respondents who work at Great Place to Work-certified organizations. Survey statements collectively described a great associate experience, defined as high levels of trust, respect, credibility, fairness, pride and camaraderie. Responses were compared across generations.

“Our shared purpose enables each of us to make a meaningful impact.”

-Alyssa Jennings, Edward Jones Financial Advisor

You can view our fourth-annual Purpose, Inclusion and Citizenship Report, “Partnering for Positive Impact,” which showcases the firm’s year-end 2021 achievements and how it works to improve the lives of its clients and colleagues, and together, better its communities and society. In 2021, the firm furthered a place of belonging for its associates and advanced its diverse representation goals, educated more than 175,000 individuals through its Financial Fitness program and donated more than $26 million to 259 organizations through corporate, Edward Jones Foundation and philanthropic giving.

Celebrating its Centennial in 2022, Edward Jones is committed to making the firm an even better place to work through investments and enhancements in professional development, productivity resources and expanded flexibility opportunities.

In 2022, Edward Jones also was named among the Fortune® 100 Best Companies to Work For by Fortune® magazine and Great Place to Work, the firm’s 23rd year on the list and ranking No. 35 this year (announced in April 2022; data as of August 2021). Fortune® magazine also recognized Edward Jones as one of the 2022 World’s Most Admired Companies, in partnership with Korn Ferry (announced in February 2022; data as of November 2021).

©2022 Fortune® Media IP Limited. All rights reserved. Used under license. Fortune® and Fortune® Media IP Limited are not affiliated with, and do not endorse the products or services of, Edward Jones & Co., L.P.

100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work data as of March 2022. Compensation provided for using, not obtaining, the rating.

Edward Jones Among Fortune 500 for 10th Consecutive Year

May 25, 2022/in Awards & Accolades Optional /by Symphony Talent

Awards & Accolades

Edward Jones Among Fortune 500 for 10th Consecutive Year

For the 10th consecutive year, financial services firm Edward Jones appears on the Fortune 500 list, which ranks the largest U.S. companies by revenue.

Edward Jones ranks No. 303, with more than $12.3 billion in net revenue in 2021, an increase of 22 percent over 2020.

“We recognize the incredible sense of responsibility we have as a Fortune 500 firm with branch presence in 68 percent of the counties in America,” says Edward Jones Managing Partner Penny Pennington. “Our differentiation is not in being large, but being hyperlocal with the privilege of having trusted, personal relationships with our clients and their families and making a difference in our communities. That human-centered approach is what has set Edward Jones apart for 100 years and what drives our nearly 19,000 financial advisors and branch teams every day.”

Founded in 1922, Edward Jones is now in its Centennial Year. Having achieved tremendous growth of impact over the past century, including increasing its branch office network by 1,400% since 1986, Edward Jones remains dedicated to continuing its extraordinary level of serving individual investors and business owners in a human-centered and complete way – helping clients put their purpose into action and achieve financially what is most important to them and their families.

The fourth-annual Edward Jones Purpose, Inclusion and Citizenship Report, “Partnering for Positive Impact” showcases the firm’s 2021 year-ended achievements and its focus on Purpose in Action: Investing in Impact. The recently released report details meaningful progress Edward Jones has made in three important areas: Partnering for Lasting Financial Strength, Promoting Healthier Futures and Advancing Inclusive Growth.

From Fortune® ©2022 Fortune Media IP Limited All rights reserved. Used under license. Fortune and Fortune 500 is a registered trademark of Fortune Media IP Limited and is used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones & Co., L.P.

Fortune 500, published May 2022, data as of December 2021. Compensation provided for using, not obtaining, the rating.

23 Years on the Fortune 100 Best Companies to Work For List

April 12, 2022/in Awards & Accolades Optional /by Symphony Talent

Awards & Accolades

23 Years on the Fortune 100 Best Companies to Work For^® List

For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Place to Work® and Fortune magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.

We’re extremely proud of this recognition. As a purpose driven, human-centered firm, our key focus is understanding what our colleagues truly value so that we sustain a place of belonging where we welcome, respect and value different ideas. Now in our Centennial year, we are even more intentional about communicating the core principles on which our firm was founded,” said Kristin Johnson, Chief Transformation Officer. “True to our purpose of partnering for positive impact, we are focused on our associate and leader behaviors that support the five culture mindsets of Leadership, Place of Belonging, Continuous Learning, Effective Decision Making, and Growing our Impact that will carry us forward into our next 100 years.”

The Fortune 100 Best Companies to Work For award is based on responses from more than 4.5 million current U.S. employees working at Great Place to Work-Certified™ organizations. Survey statements collectively describe a great associate experience, defined as high levels of trust, respect, credibility, fairness, pride and camaraderie. Additionally, Great Place to Work measured the differences in survey responses across demographic groups and roles within each organization to ensure that the company is creating a great workplace for all.

“We are focused on our associate and leader behaviors that support the five culture mindsets of Leadership, Place of Belonging, Continuous Learning, Effective Decision Making, and Growing our Impact that will carry us forward into our next 100 years.”

Kristin Johnson, Chief Transformation Officer

Edward Jones recently released its fourth-annual Purpose, Inclusion and Citizenship Report, “Partnering for Positive Impact.” The report showcases the firm’s year-end 2021 achievements and how it works together to improve the lives of its clients and colleagues, and together, better its communities and society. In 2021, the firm furthered a place of belonging for its associates and advanced its diverse representation goals, educated more than 175,000 individuals through its Financial Fitness program and donated more than $26 million to 259 organizations through corporate, Edward Jones Foundation and philanthropic giving.

In 2022, Edward Jones also was named to Fortune magazine’s 2022 list of the World’s Most Admired Companies and, in 2021, was ranked as a Best Workplace in the Financial Services and Insurance Industry. “Best Companies’ leadership has never been more necessary,” said Michael C. Bush, CEO of Great Place to Work®. “As workers struggle with the Great Resignation, burnout and covid disruptions, these exceptional companies offer workplace experiences as strong as prior to the pandemic. These companies get that ‘place’ is wherever their employees are sitting or standing, and they are committed to make that place equitable, safe and productive. Their commitment to genuinely care for their people through trust, inclusion, purpose and meaningful flexibility for life circumstances goes beyond surface-level perks and is a model for the market to follow.

From Fortune ©2022 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones & Co., L.P.

2022 Fortune’s 100 Best Companies to Work For, published April 2022, research by Great Place to Work, data as of August 2021. Compensation provided for using, not obtaining, the rating.

Edward Jones Recognized for Exceptional Training Program for 22nd Consecutive Year

March 2, 2022/in Awards & Accolades Optional /by Symphony Talent

Awards & Accolades

Edward Jones Recognized for Exceptional Training Program for 22nd Consecutive Year

For the 22nd consecutive year, Edward Jones has been recognized as a top training company, having been named to the 2022 Training APEX Awards rankings, which honor organizations that provide best-in-class associate training and development.

The firm ranked No. 24 overall on this prestigious list, previously called the Training Top 100.

“We are a learning organization aiming to be “learn-it-alls” not “know-it-alls.” We are very intentional about finding innovative ways to help our associates reach their full potential – from formal education to social learning experiences, mentoring and coaching,” said Kristin Johnson Edward Jones Chief Human Resources Officer and Chief Transformation Officer. “Nurturing associates’ potential allows them to bring their full selves to the important work we do for our clients and allows each one of our 50,000+ associates to contribute to our purpose: to partner for positive impact to improve the wellbeing of our clients and colleagues, and together, better our communities and society.”

The firm’s innovative approach to training includes hands-on experiences such as the “Sherlock Jones Path to Deeper Relationships” program, which was co-created by learning professionals working with branch teams across Edward Jones. New branch office administrators uncover clues from hypothetical client data, providing a learning environment to hone their skills for deeply serving clients, a critical business metric. Learners report that the program also enhances teamwork and communication skills.

Company rankings for the Training APEX award were announced on Feb. 28 at an awards gala during the Training 2022 Conference & Expo in Orlando, Fla.

2022 Training Magazine Training Apex Award, published March 2022, data as of September 2021, an application fee was required for consideration.

Historical Rankings: Training Magazine Training Apex Award 2000-2022, published January-March each year, data as of September of prior year, an application fee was required for consideration

Perfect Score in HRC’s 2022 Corporate Equality Index

January 28, 2022/in Awards & Accolades Optional /by ndowney

Awards & Accolades

Perfect Score in Human Rights Campaign’s 2022 Corporate Equality Index

Edward Jones scored 100 percent on the Human Rights Campaign Foundation’s 2022 Corporate Equality Index (CEI) the nation’s foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designates Edward Jones as one of the best places to work for LGBTQ+ Equality.

“Our workplace environment is one way we demonstrate how we live our purpose: to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society,” said Jennifer Kingston, Edward Jones Head of Diversity, Equity and Inclusion. “We firmly believe that all of our 50,000+ associates across North America should feel free to bring their whole selves to work. When we celebrate all dimensions of diversity, we become that much better at serving the needs of both our clients and our associates.”

“We firmly believe that all of our 50,000+ associates across North America should feel free to bring their whole selves to work. When we celebrate all dimensions of diversity, we become that much better at serving the needs of both our clients and our associates.”

-Jennifer Kingston, Head of Diversity, Equity and Inclusion, Edward Jones

The CEI rates companies on detailed criteria falling under four central pillars:

Non-discrimination policies across business entities
Equitable benefits for LGBTQ+ workers and their families
Supporting an inclusive culture
Corporate social responsibility

Edward Jones’ efforts in satisfying all of the CEI’s criteria earned a 100 percent ranking and the designation as one of the best places to work for LGBTQ+ Equality. This marks the sixth consecutive year the firm has received a perfect score.

Edward Jones offers domestic partner benefits, transgender-inclusive benefits and associate volunteer self-identification. The firm’s 800-plus strong LGBT+ and Allies Business Resource Group regularly meets to cultivate relationships, generate ideas and develop strategies to build and retain an inclusive workforce. The group also champions Edward Jones’ participation in, and sponsorship of, the St. Louis and Tempe Pride parades, as well as several local Pride events across the country. In the summer of 2020, Edward Jones announced its Five-Point Commitment to inclusion, equity and diversity.

“When the Human Rights Campaign Foundation created the Corporate Equality Index 20 years ago, we dreamed that LGBTQ+ workers—from the factory floor to corporate headquarters, in big cities and small towns—could have access to the policies and benefits needed to thrive and live life authentically,” said Jay Brown, Human Rights Campaign Senior Vice President of Programs, Research and Training. “We are proud that the Corporate Equality Index paved the way to that reality for countless LGBTQ+ workers in America and abroad. But there is still more to do, which is why we are raising the bar yet again to create more equitable workplaces and a better tomorrow for LGBTQ+ workers everywhere.”

The CEI rates employers providing these crucial protections to over 20 million U.S. workers and an additional 18 million abroad. Companies rated in the CEI include Fortune magazine’s 500 largest publicly traded businesses, American Lawyer magazine’s top 200 revenue-grossing law firms (AmLaw 200) and hundreds of publicly and privately held mid- to large-sized businesses.

About the Human Rights Campaign Foundation

The Human Rights Campaign Foundation is the educational arm of the Human Rights Campaign (HRC), America’s largest civil rights organization working to achieve equality for lesbian, gay, bisexual, transgender and queer (LGBTQ+) people. Through its programs, the HRC Foundation seeks to make transformational change in the everyday lives of LGBTQ+ people, shedding light on inequity and deepening the public’s understanding of LGBTQ+ issues, with a clear focus on advancing transgender and racial justice.

2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.

Perfect Score in Human Rights Campaign’s 2021 Corporate Equality Index

July 8, 2021/in Awards & Accolades Optional /by Symphony Talent

Awards & Accolades

Perfect Score in Human Rights Campaign’s 2021 Corporate Equality Index

Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Human Rights Foundation’s 19th annual scorecard on LGBTQ workplace equality.

The firm scored 100 percent on the Foundation’s 2021 Corporate Equality Index (CEI), the nation’s foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ workplace equality.

“A purpose-driven culture begins with creating a place of belonging, committed to continual growth of people and possibilities,” said Chief Transformation Officer Kristin Johnson. “Professional development, mentoring, networking — we use all of these tools to support our associates as they follow their passions and contribute where they add the most value. When our associates can be their authentic selves, they are empowered to support our purpose: to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society today.”

A purpose-driven culture begins with creating a place of belonging, committed to continual growth of people and possibilities.

Kristin Johnson, Chief Transformation Officer

The CEI rates companies on detailed criteria falling under four central pillars:

Non-discrimination policies across business entities
Equitable benefits for LGBTQ workers and their families
Supporting an inclusive culture
Corporate social responsibility

Edward Jones offers domestic partner benefits, transgender-inclusive benefits and associate volunteer self-identification. The firm’s 600-plus strong LGBT+ and Allies Business Resource Group regularly meets to cultivate relationships, generate ideas and develop strategies to build and retain an inclusive workforce. The group also champions Edward Jones’ participation in, and sponsorship of, the St. Louis and Tempe Pride parades. In the summer of 2020, Edward Jones announced its Five-point commitment to inclusion, equity and diversity.

Edward Jones’ efforts in satisfying all of the CEI’s criteria earned a 100 percent ranking and the designation as one of the Best Places to Work for LGBTQ Equality. This marks the fifth consecutive year the firm has received a perfect score.

“From the previously unimaginable impact of the COVID-19 pandemic, to a long overdue reckoning with racial injustice, 2020 was an unprecedented year. Yet, many businesses across the nation stepped up and continued to prioritize and champion LGBTQ equality,” said Alphonso David, Human Rights Campaign President. “This year has shown us that tools like the CEI are crucial in the work to increase equity and inclusion in the workplace, but also that companies must breathe life into these policies and practices in real and tangible ways. Thank you to the companies that understand protecting their LGBTQ employees and consumers from discrimination is not just the right thing to do—but the best business decision.”

The CEI rates employers providing these crucial protections to over 18 million U.S. workers and an additional 17 million abroad. Companies rated in the CEI include Fortune magazine’s 500 largest publicly traded businesses, American Lawyer magazine’s top 200 revenue-grossing law firms (AmLaw 200), and hundreds of publicly and privately held mid- to large-sized businesses.

Highest in Employee Advisor Satisfaction Among Financial Investment Firms

July 8, 2021/in Awards & Accolades, Experienced Financial Advisor, The Financial Advisor Opportunity Optional /by Symphony Talent

Awards & Accolades

Highest in Employee Advisor Satisfaction Among Financial Investment Firms

For the 12th time, Edward Jones Ranks “Highest in Employee Advisor Satisfaction Among Financial Investment Firms” by J.D. Power.

Based on responses from Edward Jones financial advisors, the firm earned an overall score of 890 points out of 1,000. This compared to the average score of 743 among the eight employee-channel firms measured by the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.

“This is a tremendous honor because it embodies our purpose of partnering to make a positive impact in the lives of our clients and colleagues, and together, benefit our communities and society,” says Kristin Johnson, Chief Transformation Officer for Edward Jones. “It’s been a challenging year for many investors, and our financial advisors, branch office administrators and home office associates have really come together as one Edward Jones team to serve our clients’ needs in a comprehensive way. This has included going beyond finances to focus on the well-being of our clients and their families, their health and yes, connecting with their purpose.”

This is a tremendous honor because it embodies our purpose of partnering to make a positive impact in the lives of our clients and colleagues, and together, benefit our communities and society.

Kristin Johnson, Chief Transformation Officer

Between January and April 2021, financial advisors were asked to rate their firms in terms of leadership and culture, products and marketing, professional development, operational support, technology, and compensation. Edward Jones ranked No. 1 in products and marketing, compensation and professional development.

“We are a place of belonging at Edward Jones – a welcoming and productive environment where people feel comfortable to bring their full selves to work and all can achieve their full potential – inclusive of their different backgrounds and experiences,” Johnson added. “That feeling of belonging translates into supportive behaviors such as willingness to recommend. It also is what enables our firm to grow its impact and add value to our clients, colleagues and communities.”

Edward Jones received the highest score among employee advisors in 12 J.D. Power advisor satisfaction studies, which were completed in 2007, 2008, 2010, 2012-2015, 2017-2021. The J.D. Power U.S. Financial Advisor Satisfaction Studies of employee advisors’ satisfaction is distributed among those who are employed by an investment services firm. Visit jdpower.com/awards for more details.

“The consistent success of Edward Jones in this study since it was first launched back in 2007 is a great testament to their organization’s commitment to delivering a superior experience to the advisor,” said Michael Foy, Senior Director and Head of Wealth Intelligence at J.D. Power.