Edward Jones takes top spot for advised investor satisfaction

Edward Jones has been ranked No. 1 among 23 advice-based firms in the JD Power 2026 U.S. Investor Satisfaction Study. (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. For JD Power 2026 award information, visit jdpower.com/awards)

This recognition reflects something deeply meaningful to us: our clients feel the impact of the guidance, care and support our teams provide every day.

Edward Jones achieved Best-in-Class performance in four of the seven most influential dimensions of investor satisfaction, including trust, people, products meeting client needs and ease of doing business, all while continuing to enhance its digital capabilities and value for fees paid. The firm earned a score of 754, one of only three firms scoring significantly above the advised-industry average of 725. The results underscore the strength of Edward Jones’ relationship-based model and the trust clients place in the firm in an increasingly competitive landscape.

Recognition for our client-first model

Managing Partner Penny Pennington shared that this top ranking is especially powerful because it comes directly from the people who matter most: our clients.

“This top ranking is meaningful because it reflects the deep, trusted relationships our clients have with our financial advisors, and the impact our practice teams have in helping clients and their families move toward financial fulfillment with confidence.”

Our model has always centered on listening first. Before recommending solutions, our financial advisors and client support teams work to understand clients’ goals, preferences, and life circumstances. This personalized approach — supported by expanded financial planning capabilities, a broader suite of investment and banking solutions and strengthened digital tools — helps clients feel confident in their financial futures.

Behind this achievement: our associates

From branch teams working directly with clients to home office associates supporting those efforts, every Edward Jones associate contributes to the client experience. David Gunn, Head of U.S. and Canada Business Units, said, “This recognition belongs to associates across Edward Jones, from practice teams to our regional and home office colleagues, who work together every day to help clients navigate complex and personal financial decisions.”

What this means for candidates considering Edward Jones

Whether you’re exploring a role as part of our brand teams or in one of our home office divisions, this recognition demonstrates that you would be joining a firm where meaningful client relationships drive everything we do and our associates’ contributions have a real impact. Our commitment to ongoing progress continues to innovate and evolve so we can serve more clients, more completely.

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