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Serving deeply

Caring for more clients, colleagues and communities, more completely

At Edward Jones, our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. 

Download the 2025 Edward Jones Purpose, Inclusion and Citizenship Report:

Full 2025 Report (PDF) opens in a new window 2025 Executive Summary (PDF) opens in a new window
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Welcome

It is my privilege to lead alongside approximately 55,000 colleagues whose shared purpose is making people and places better than we found them.

This report was made for you

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CLIENTSClients first

Nine million clients entrust the firm’s more than 20,000 financial advisors with their savings — their hopes, dreams and challenges. This is a responsibility we don’t take for granted at Edward Jones.

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COLLEAGUESTaking care of each other

Serving our clients deeply happens when we care for and support our associates, addressing their mental, emotional, physical, financial and social well-being.
 

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COMMUNITIESBettering our communities

We are committed to building financial strength and resiliency in the communities where we live, work and play.

 

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Topics most relevant to the people we serve 

We conducted a materiality assessment* with clients, financial advisors, branch associates, home office associates, future talent, community members, industry representatives, partners, regulatory representatives and investors to understand where our efforts can make a meaningful difference. 

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Partnering for lasting financial strength

We believe in the power of financial knowledge and confidence and a personal, needs-based approach to build long-lasting financial strength. 

Key topics: 

  • Financial stability, security and freedom 
  • Data privacy, security and protection
  • Colleague development and attraction
  • Transparent governance and business practices
  • Community empowerment and stability
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Promoting healthier futures

We work to promote the mental, emotional, physical, financial and social well-being of those impacted by health issues, so each person can live an enriching life. 

Key topics: 

  • Colleague well-being and benefits
  • Purpose-focused investment solutions
  • Health advancement and research support
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Advancing inclusive growth

We invest to lift all people and communities, including the underserved, by equipping more people to fully participate in the economy and build the future they want. 

Key topics: 

  • Different and accessible offerings and services
  • Colleague engagement and opportunity
  • Policy influence on corporate responsibility
  • Responsible sourcing and partnerships

*The materiality assessment does not mean material from a financial reporting perspective.

What it means to serve deeply

Caring more completely for our clients is only the beginning.

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View past reports

Download our past Purpose, Inclusion and Citizenship Report using the link below:

2024 — Growing Our Impact opens in a new window(PDF)

 

Important Information

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.