Edward Jones released its 2026 Purpose, Inclusion and Citizenship report, titled “Finding Fulfillment,” outlining the firm’s continued expansion in financial planning services, workforce development, and community investment efforts across North America.
The report emphasizes the firm’s mission to help more individuals achieve financial fulfillment while strengthening its impact across three core areas: financial strength, healthier futures and inclusive growth. Edward Jones said it is evolving its advisory capabilities to better support clients navigating increasingly complex financial decisions, including education planning, longevity and wealth management.
In 2025, the firm served more than 9 million clients and managed $2.5 trillion in assets under care. Its workforce included over 20,000 financial advisors supported by approximately 25,000 team members across nearly 15,000 branch locations. The company estimates its operations supported about 166,000 community jobs and contributed $30.1 billion to U.S. and Canadian GDP during the year.
The report highlights several key initiatives to expand client access and improve service delivery. Edward Jones enhanced its digital tools and broadened its range of personalized financial planning offerings, including values-based and sustainable investment options. The firm also strengthened fraud and cybersecurity protections as financial threats continue to grow in sophistication.
Internally, Edward Jones continued investing in employee development and well-being. The firm expanded benefits, including lower-cost pharmacy programs and additional insurance options. It also maintained strong professional development programs, ranking No. 2 in the industry for Certified Financial Planner professionals and No. 1 for Financial Paraplanner Qualified Professionals in the U.S. at the end of 2025.
Community engagement remained a major focus. In 2025, Edward Jones contributed $46.9 million through corporate, foundation and employee giving. Associates logged more than 321,800 volunteer hours across North America. The firm also advanced economic mobility initiatives through its Financial Futures program and launched a five-year strategic alliance with the Alzheimer’s Association. In Canada, employees raised more than 350,000 CAD for the Terry Fox Foundation.
The company also continues to invest in innovation through its venture capital arm, supporting emerging technologies designed to enhance client outcomes and advisor productivity. Artificial intelligence tools, training programs, and continuous monitoring systems are being deployed to improve client service and strengthen security.
Edward Jones defines financial fulfillment as a balance of health, family, purpose, and finances, and says its long-term strategy is focused on helping clients achieve confidence and stability across these dimensions.
KEY QUOTE:
“A fulfilled life happens when you live, work and act with purpose. Today, we are sharpening our focus on serving more clients, more completely, by delivering advice that evolves with life changes and builds financial confidence across generations. Together, we are creating meaningful impact in the lives of our clients, colleagues and communities.”
Penny Pennington, Managing Partner, Edward Jones
