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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 Human Resources 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, Edward Jones Chief Human Resources 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 Optional /by Cillah.Hall

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 Human Resources Officer and 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, Edward Jones Chief Human Resources 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.

#20 on FORTUNE’s Best Places to Work List

April 12, 2021/in Awards & Accolades Optional /by ndowney

Awards & Accolades

We’re #20 on FORTUNE’s 2021 Best Places to Work List

For the 22nd time, Edward Jones is named one of the FORTUNE 100 Best Companies to Work For® by Great Place to Work® and FORTUNE magazine. Edward Jones captured the No. 20 spot on the prestigious 2021 list.

Great Place to Work®, a global people analytics and consulting firm, analyzed responses from over one half million employees at Great Place to Work-CertifiedTM organizations across the U.S. The evaluation criteria included how trustworthy, caring and fair the company is in times of crises; employees’ physical, emotional and financial health; and the company’s broader community impact. Additionally, the evaluations included how employees’ experiences varied depending on their job role, gender, race/ethnicity, payroll status, and other characteristics to ensure that the company is creating a great workplace for all.

The unique circumstances of this past year have, in many ways, helped unite our firm in our purpose to improve the lives of our clients and colleagues and, together, better our communities and society.

-Kristin Johnson

This year, 60 percent of each company’s score is based on confidential employee feedback. The remaining 40 percent is based on the programs each company said they created to support their people and communities in response to the pandemic. This methodology represents a change in response to the unique circumstances of 2020.

“Our firm was founded on the core values of working in partnership and respecting and valuing the contributions of each individual – and those core values never change, although our ways of working did in the pandemic,” said Kristin Johnson, Edward Jones Chief Human Resources Officer. “The unique circumstances of this past year have, in many ways, helped unite our firm in our purpose to improve the lives of our clients and colleagues and, together, better our communities and society. We are working together to create a deep sense of belonging where our associates can make a meaningful difference.”

The FORTUNE 100 Best Companies to Work For® list is one of a series of rankings by Great Place to Work® and FORTUNE Magazine based on employee feedback. Edward Jones also ranked as a Best Workplace for Millennials, a Best Workplace for Parents and a Best Workplace for Women in 2020, and a Best Workplace in the Financial Services and Insurance industry in 2021 by Great Place to Work® and FORTUNE.

“These companies stood out for heroic efforts to care for their employees, their customers and our society, in a difficult year,” said Michael C. Bush, CEO of Great Place to Work. “Remarkably, our research found that employee experience scores rose at these workplaces overall last year – a testament to the resilience of their inclusive, high-trust cultures.”

From FORTUNE © 2021 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 the products or services of, Edward Jones & Co., L.P.

Edward Jones Recognized for Training Excellence for 21st Consecutive Year

February 10, 2021/in Awards & Accolades Optional /by ndowney

Awards & Accolades

Edward Jones Recognized for Training Excellence for 21st Consecutive Year

Edward Jones once again has been named a top company for training. The firm ranked No. 19 on Training magazine’s 2021 Training Top 100 list, up six spots from last year in its 21st consecutive year on this prestigious list.

“We provide our associates the continuous learning and professional development opportunities to unleash their full potential and support their purpose and that of the firm – to partner for positive impact to improve the lives of our clients and colleagues and, together, better our communities and society,” Edward Jones Chief Human Resources Officer Kristin Johnson said. “Even as we navigated the challenges of the pandemic, our commitment to learning and development never wavered. We are honored to be recognized by Training magazine — and proud of our associates’ commitment to contribute at the highest level.”

We provide our associates the continuous learning and professional development opportunities to unleash their full potential and support their purpose and that of the firm.

-Kristin Johnson, Edward Jones Chief Human Resources Officer

In lieu of its traditional black-tie awards gala, Training magazine announced the winning companies Feb. 8 at the 2021 Virtual Training Conference. The magazine ranks companies’ excellence in employer-sponsored training and development programs tied to corporate strategic goals and business impact.

Edward Jones consistently earns high marks as an employer of choice in national rankings. For the 21st year, Edward Jones was named one of FORTUNE magazine’s “100 Best Companies to Work For 2020.” The firm took the No. 7 overall spot on the exclusive ranking.

One of Best Workplaces for Parents in 2020

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Awards & Accolades

One of Best Workplaces for Parents in 2020

Great Place to Work | USA 2020: Best Workplaces for Parents

Edward Jones has been named one of the 2020 Best Workplaces for Parents by Great Place to Work® and FORTUNE Magazine. The firm, ranked No. 7 on the list of 100 companies, earned this award for creating consistently positive experiences for working parents.

Great Place to Work determined the Best Workplaces for Parents™ by gathering and analyzing employee experience feedback representing 4.8 million U.S. employees across more than 20 industries – the largest annual study of working parents to date.

“Edward Jones is extremely proud of this recognition that spotlights the work environment we’ve built, and evolved, to support our parents. This is particularly significant in light of the difficult and novel challenges facing parents this year,” said Kristin Johnson, Edward Jones Chief Human Resources Officer. “We strive to create a people-first culture for all associates that allows them to effectively manage their commitment both to our clients and to their families.”

This is particularly significant in light of the difficult and novel challenges facing parents this year

-Kristin Johnson, Chief Human Resources Officer, Edward Jones

Since forming in Spring 2020, the Edward Jones Parental/COVID-19 Taskforce has acted as a key listening post and strategy team advocating for the needs of associates, their families and working in a remote environment. The 20-member taskforce, with representatives from multiple areas of the firm, has created critical policies, programs and solutions that provide support for navigating pandemic-related issues in five areas: workplace flexibility, time off, dependent care and educational support for children, health and wellness, and financial support.

Support for parents and families includes:

Associates in distress due to COVID-related financial challenges can look to help from the Edward Jones Disaster Relief Fund. Associates and retirees donated $930,000 to the fund this summer to assist colleagues.
To help ease family concerns around health expenses, the Edward Jones medical plan provides no-cost care for COVID-related testing and treatment through the end of 2020. And to remove barriers to care and the burden of costs, the firm waived the deductible for the treatment of COVID-19 from both in- and out-of-network providers.
Associates have 10 extra personal days this year, and we’ve revised our sick/safe time policy, allowing associates to use sick time for any COVID-related reason, including childcare needs, through the end of the year.
Many associates have worked remotely since mid-March, allowing parents to be with children and other dependents as schools and care centers closed.
The firm’s Investing in You website contains a wealth of information for families struggling to balance childcare, at-home learning and work. There are 60-plus resources for working parents. The firm also offers free online webinars on subjects such as helping kids cope with pandemic anxiety as they return to school, how working parents can structure their day, and how to manage their workspace and teaching space.

Rankings are based primarily on parents’ scores of trust and fairness across the company culture, including levels of trust, pride, management effectiveness, innovation, diversity and equity. The analysis focused on how parents’ workplace experiences compare to those of their non-working colleagues and determining whether their job level, race/ethnicity or any personal characteristic changed the level of support they received as a working parent. Finally, each company’s parental leave, adoption, flexible schedule, childcare and dependent health care benefits were evaluated.

From FORTUNE. ©2020 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.

One of the 2020 Best Workplaces for Women by Great Place to Work and FORTUNE

November 11, 2020/in Awards & Accolades Optional 2020 best workplaces for women, best workplaces, best workplaces for women, careers and nurture their personal, champion flexible work, champion flexible work schedules, edward jones, flexible work schedules, flexible work schedules and work-life, great place, great place to work, grow their careers and nurture, nurture their personal lives, place to work, place to work and fortune, schedules and work-life integration, work and fortune, work schedules and work-life, work schedules and work-life integration, workplaces for women /by myto

Awards & Accolades

One of the 2020 Best Workplaces for Women by Great Place to Work and FORTUNE

Fortune & Best Workplaces for Women 2020

Edward Jones was named the No. 5 on the 2020 Best Workplaces for Women list by Great Place to Work and FORTUNE magazine.

Rankings are based on employees’ feedback and reward companies that best include all employees, no matter who they are or what they do for the organization.

The ranking considered feedback representing more than 4.9 million employees working at Great Place to Work-Certified organizations. Great Place to Work, a global people analytics and consulting firm, evaluated more than 60 elements of team members’ experience on the job. These included the extent to which employees trust leaders, the respect with which people are treated, the fairness of workplace decisions, and how much camaraderie there is among the team.

We are a place where women can grow their careers and nurture their personal lives as we champion flexible work schedules and work-life integration.

-Kristin Johnson

“Edward Jones is proud to be recognized by our associates for creating one of the best workplaces for women. We provide vibrant opportunities and programs that support and develop women in our home offices and on our branch teams as we make a meaningful difference in the lives of our clients, colleagues, their families and our communities,” said Kristin Johnson, Edward Jones Chief Human Resources Officer. “We are a place where women can grow their careers and nurture their personal lives as we champion flexible work schedules and work-life integration.”

The Best Workplaces for Women stand out for excelling in one of the nation’s most competitive marketplaces.

Edward Jones offers many professional development opportunities for women, including the Women’s Business Resource Group (BRG), one of 18 BRGs whose purpose is to support a place of belonging, and an ability to contribute fully – bringing associates’ authentic selves to work.

The firm continues to invest in programs that support the development of its female financial advisors, including the inclusion and diversity mentoring program, which pairs newer and veteran financial advisors and equips them with tools, mentorship resources and coaching designed to strengthen and advance female career trajectories at the firm.

And women leaders help to mentor the next generation of female advisors, as the firm seeks to recruit and retain purpose-driven leaders.

The firm offers four months of paid parental leave and sick leave and has augmented that with 10 additional COVID-19 days for illness, caring for family members and childcare.

In addition, the firm has taken several steps that many of its female associates have found to be critically important during the COVID-19 crisis as they balance responsibilities at work and at home:

Many associates have the ability to work remotely through at least the end of this year.
Resources to help parents navigate and support virtual learning and homeschooling, including a robust list of educational websites for kids.
At the firm’s home offices, BRGs are welcoming speakers and parent experts to provide additional perspective.
Branch teams can continue to leverage virtual tools as they both work from home and balance the needs of their families while supporting their clients.

“Best workplaces like Edward Jones are committed to addressing gender issues and evolving their behaviors and mindsets to narrow the gender gap,” said Michael C. Bush, CEO of Great Place to Work. “By creating an inclusive culture, Best Workplaces on this list see an increase in innovation regardless of gender, giving them a competitive advantage to thrive during these uncertain times.”

The Best Workplaces for Women is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified™ organizations.

2020 Corporate Equality Index

Awards & Accolades:

2020 Corporate Equality Index

HRCF 2020 Best Places to Work for LGBTQ Equality 100% Corporate Equality Index

Edward Jones joins the ranks of 680 major U.S. businesses that received top marks in the HRC Foundation’s 18th Annual Scorecard on LGBTQ Workplace Equality.

Edward Jones received a score of 100 percent on the Human Rights Campaign Foundation’s 2020 Corporate Equality Index (CEI), benchmarking survey and report measuring corporate policies and practices related to LGBTQ workplace equality.

“To deliver an incredible Edward Jones client experience, we must foster an inclusive environment where associates are nurtured and can bring their best selves to work,” said Kristin Johnson, Edward Jones Chief Human Resources Officer. “We continue to invest in programs that build community and support the development of our associates. These programs provide professional impact, opportunities for mentorship and networking, increase client retention and create a sense of belonging within the firm. When associates are comfortable bringing their best selves to their work, they can bring their best to our clients and the families we are privileged to serve.”

The CEI rates companies and top law firms on detailed criteria falling under five broad categories:

Non-discrimination policies
Employment benefits
Demonstrated organizational competency and accountability around LGBTQ diversity and inclusion
Public commitment to LGBTQ equality
Responsible citizenship

Edward Jones offers domestic partner benefits, transgender inclusive benefits and associate volunteer self-identification. Established in 2014, the firm’s 600-plus strong LGBT+ and Allies Business Resource Group, which regularly meets to cultivate relationships, generate ideas and develop strategies to build and retain an inclusive workforce, champions Edward Jones’ participation in, and sponsorship of, the St. Louis and Tempe Pride parades.

The results of this year’s CEI showcase how 1,059 U.S.-based companies are promoting LGBTQ-friendly workplace policies in the U.S. and abroad.

The full report is available online at www.hrc.org/cei.

Edward Jones Named to ‘2020 Training Top 125’ for 20th Consecutive Year

Awards & Accolades:

Edward Jones Named to ‘2020 Training Top 125’ for 20th Consecutive Year

Two men looking at an ipad while eating.

Edward Jones once again has been named a top company for training. The firm ranked No. 25 on Training magazine’s 2020 Training Top 125 list.

On the prestigious list for the 20th consecutive year, Edward Jones was the top-ranked financial services firm.

We believe truly amazing things can happen when associates are given the opportunity to unlock their potential through continuous learning, mentoring and professional development.

-Kristin Johnson, Edward Jones Chief Human Resources Officer

Training magazine announced the winning companies Feb. 24 at a black-tie awards gala during its Training 2020 Conference & Expo in Orlando, FL. The magazine ranks companies’ excellence in employer-sponsored training and development programs tied to corporate strategic goals and business impact.

“We believe truly amazing things can happen when associates are given the opportunity to unlock their potential through continuous learning, mentoring and professional development,” Edward Jones Chief Human Resources Officer Kristin Johnson said. “We are honored to be recognized in this way – but the real winners are our clients who benefit from associates who have the training, tools and support to help them achieve their most important financial and life goals.”

Edward Jones consistently earns high marks as an employer of choice in national rankings. For the 21st year, Edward Jones was named one of FORTUNE magazine’s “100 Best Companies to Work For 2020.” The firm took the No. 7 overall spot on the exclusive ranking.

#1 in Employee Advisor Satisfaction among Financial Investment Firms

Awards & Accolades:

#1 in Employee Advisor Satisfaction among Financial Investment Firms

For the 11th time, Edward Jones ranks “Highest in Employee Advisor Satisfaction among Financial Investment Firms” by J.D. Power.

Edward Jones financial advisors gave the highest satisfaction ratings in all the six study categories, with an overall score of 920 points out of 1,000. This compares to the employee average of 711. Edward Jones was among the 7 employee channel firms captured in the J.D. Power 2020 U.S. Financial Advisor Satisfaction Study.

“This is a genuine honor because it demonstrates that Edward Jones is a place of belonging, which is a priority we’ve set for ourselves,” said Edward Jones Principal Chuck Orban. “Even as our firm has grown to more than 18,200 U.S. financial advisors, our culture allows us to work in partnership to provide world-class service and advice. As a result, financial advisors are empowered to develop deep relationships with clients over the arc of their lives, knowing they are making a meaningful difference both with their clients and in their communities. We believe that’s key to why financial advisors stay with Edward Jones.”

This is a genuine honor because it demonstrates that Edward Jones is a place of belonging, which is a priority we’ve set for ourselves.

-Chuck Orban, Principal, Edward Jones

Between January and April 2020, financial advisors were asked to rate their firms in terms of leadership and culture, products and marketing, professional development, operational support, technology, and compensation.

Among the categories measured, Edward Jones’ ranked highest in all of them, and a full 10 percentage points higher than the 2020 employee average.

Edward Jones has been the top performer among employee channel firms in 11 J.D. Power advisor satisfaction studies, which were completed in 2007, 2008, 2010, 2012-2015, 2017-2020.

Learn more about working as a financial advisor as a new career or why you should consider moving your practice to Edward Jones as an experienced advisor.

We’re #7 on FORTUNE’s 2020 Best Places to Work List

Awards & Accolades:

We’re #7 on FORTUNE’s 2020 Best Places to Work List

Fortune 100 Best Companies to Work For 2020

For the 21st time, Edward Jones is named one of the 2020 FORTUNE 100 Best Companies to Work For® by Great Place to Work® and FORTUNE magazine. Edward Jones took the No. 7 spot on the prestigious list, the 16th year the firm has ranked in the top 10.

Great Place to Work®, a global people analytics and consulting firm, analyzed responses from more than 650,000 employees at Great Place to Work-CertifiedTM organizations across the US. The firm evaluated more than 60 elements of team members’ experience on the job. These included the extent to which employees trust leaders, the respect with which people are treated, the fairness of workplace decisions, and how much camaraderie there is among the team.

Rankings are based on employees’ feedback. Workplaces are recognized for including all employees, regardless of their role in the organization.

“It’s critical that we foster an associate workplace experience – like the experience we create for our clients – of feeling understood, informed, secure and in control in their professional lives,” said Edward Jones Managing Partner Penny Pennington. “As managing partner, it is my role to create an environment that unlocks the potential of our associates and creates a sense of belonging for all. We attract, hire and retain many talented people with diverse perspectives, and this cultivates an environment of openness, creativity, innovation and trust. It is humbling to be recognized for our leadership, continuous learning and providing a sense of belonging for all as we seek to create an exceptional client and associate experience.”

The FORTUNE 100 Best Companies to Work For® list is one of a series of rankings by Great Place to Work® and FORTUNE Magazine based on employee feedback. Edward Jones also was ranked as a Best Workplace for Millennials, Parents, and in the Financial Services and Insurance industry by Great Place to Work® and FORTUNE in 2019.

“The 100 Best show the way forward,” said Michael C. Bush, CEO of Great Place to Work®. “These companies have created Great Places to Work for All—for everyone, no matter who a person is or what they do for the organization. As a result, they have built a path to realize the promise of artificial intelligence, gain strength from a diversity of perspectives, and thrive during downturns.”

From FORTUNE ©2020 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 Investments.