Edward Jones Surpasses Financial Fitness Goal, Reaching 1 Million Learners a Year Ahead of Schedule

The financial services firm, alongside EVERFI, celebrates the milestone by announcing a national scholarship program.

St. Louis, MO (Feb. 5, 2025) - Edward Jones has achieved a remarkable milestone, reaching 1 million learners through its Financial Fitness program in strategic partnership with EVERFI, a goal originally set by the firm to meet by the end of 2025. In celebration of this, Edward Jones and EVERFI have launched a national scholarship, available to any high school student who has completed the Marketplaces: Investing Basics course. The contest will run January 15 through March 15, 2025 and award five students with a scholarship in the amount of $5,000.

“Financial literacy is the cornerstone of making informed life decisions and achieving long-term success,” said Penny Pennington, Managing Partner of Edward Jones. “Through our collaboration with EVERFI, we are empowering both young and adult learners to build their financial confidence and take meaningful steps towards a secure and prosperous future.”

Edward Jones’ Financial Fitness program, introduced in 2020, offers free education on budgeting, debt management, investing and retirement planning. In addition to its comprehensive digital education platform designed by EVERFI, Edward Jones provides seminars for communities, employers and employees, as well as teacher-led in-school curriculum for high school students.

The program reflects Edward Jones’ legacy of advancing financial education, championed by former Managing Partner John Bachmann.

To further commemorate the 1 million learners milestone, Edward Jones and EVERFI will host a special celebration at Nashville School of the Arts on February 5 to highlight the critical role of financial education in building a foundation for future success while reaffirming Edward Jones’ ongoing commitment to providing learners of all ages with essential financial skills.

The in-person celebration will feature engaging activities for students that highlight financial concepts from the course and the opportunity to hear from leaders at Edward Jones about how financial education supports both individual and community well-being. One local student will also be awarded a $5,000 scholarship, selected based on a short essay submission, to support their educational and financial goals.

For more information about Edward Jones’ financial education initiatives, visit www.edwardjones.com/financialfitness. To learn more about the national scholarship, visit https://marketplacesscholarship.com/

About Edward Jones

Edward Jones is a leading North American financial services firm in the U.S. and through its affiliate in Canada. The firm’s more than 20,000 financial advisors throughout North America serve more than 9 million clients with a total of $2.2 trillion in client assets under care as of December 31, 2024. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 55,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.

About EVERFI

EVERFI is an international technology company driving social impact through education to address key societal challenges like financial wellness, mental health, workplace conduct, and more. Founded in 2008, EVERFI has reached millions of K-12 and adult learners worldwide with its transformative digital educational content. Through a unique third-party payer model, EVERFI provides K-12 schools in the U.S. with access to essential educational resources at no cost, ensuring that students everywhere gain vital life skills. Recognized as one of the World’s Most Innovative Companies by Fast Company and featured on Fortune Magazine’s Impact 20 List and the GSC EdTech 150, EVERFI continues to shape the future of digital learning. To learn more about EVERFI, please visit everfi.com or follow us on Facebook, Instagram, LinkedIn, or X/Twitter @EVERFI.