Our 2026 Purpose, Inclusion and Citizenship Report: Finding Fulfillment

Edward Jones released its eighth annual Purpose, Inclusion and Citizenship report, Finding Fulfillment. The report demonstrates how the firm is actively delivering on its purpose: to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society.

The report highlights the firm’s accomplishments and deepened commitments from the past year, showcasing Edward Jones’ goal of helping more people to achieve financial fulfillment across its three purpose impact areas: Partnering for Lasting Financial Strength, Promoting Healthier Futures and Advancing Inclusive Growth.

Delivering meaningful impact

Guided by its purpose, Edward Jones deepened its impact in 2025:

• Clients gained expanded access to personalized, comprehensive financial planning services and intuitive digital tools. The firm also increased values-based and sustainable investment offerings, enhanced banking capabilities, and fortified protections against fraud and cybercrime.
• Colleagues received robust support to thrive both personally and professionally. This includes industry-leading career development—with Edward Jones ranking No. 2 in the industry for the most CERTIFIED FINANCIAL PLANNER® professionals and No.1 in the industry for the most Financial Paraplanner Qualified Professionals™ in the U.S. as of Dec. 31, 2025. The firm also expanded health and well-being benefits, provided disaster relief assistance, and deepened connections through firmwide Business Resource Groups.
• Communities received investments of hands-on support, resources and advocacy. In 2025, the firm contributed $46.9 million through corporate, Edward Jones Foundation, and associate philanthropic giving. Additionally, associates logged 321,800 volunteer hours to support community organizations across North America. Edward Jones also championed economic mobility through its Financial Futures program, launched a new five-year strategic alliance with the Alzheimer’s Association®, and raised more than 350,000 CAD for the Terry Fox Foundation in Canada.

To read the full 2026 Purpose, Inclusion and Citizenship Report, Finding Fulfillment, visit www.edwardjones.com/findingfulfillment.