News
Beyond the Game: Edward Jones and Big 12 Drive Lasting Impact Across 16 Communities
As a part of a new partnership with the Big 12 Conference, the wealth management firm is committing $250,000 to combat food insecurity across the 16 Big 12 markets DALLAS, Dec. 5, 2025 /PRNewswire/ -- The Edward Jones and Big 12 Conference's partnership will take center stage at the Edward Jones(R) Big 12 Football Championship game at AT&T Stadium in Arlington, Texas, on Saturday, Dec. 6. While the action on the field promises to excite, Edward Jones is harnessing this moment to provide...
Big 12 Conference Announces Edward Jones as Title Sponsor of Big 12 Football Championship
IRVING, Texas, Nov. 10, 2025 /PRNewswire/ -- The Big 12 Conference today announced that Edward Jones will be the title sponsor for the Edward Jones Big 12 Football Championship. The agreement marks the first official wealth management partner in Conference history. "We are thrilled to welcome Edward Jones as our title sponsor of the 2025 Big 12 Football Championship," said Big 12 Commissioner Brett Yormark. "Partnering with a nationally recognized brand that has incredible reach will elevate...
Caregivers Face Lasting Financial, Emotional and Career Impacts, Edward Jones Study Finds
With nearly half of Americans expected to become caregivers in the future, stronger policies are needed to prevent a caregiving crisis ST. LOUIS, May 20, 2025 /PRNewswire/ -- Two in five U.S. adults identify as family caregivers1, but there is a lack of support for caregivers nationwide, according to new research from Edward Jones in partnership with Morning Consult and Age Wave. With nearly half of Americans (46%) expected to become caregivers in the future, this research sought to better...
Caring for More Clients, Colleagues and Communities, More Completely is the Focus of Edward Jones' Annual Report
ST. LOUIS, March 25, 2025 /PRNewswire/ -- Edward Jones released its seventh annual Purpose, Inclusion and Citizenship report, Serving deeply, outlining how the firm brings its purpose and business impact to life through its three purpose focus areas: Partnering for Lasting Financial Strength, Promoting Healthier Futures and Advancing Inclusive Growth. Why it matters: Edward Jones is fueled by its purpose: to partner for positive impact to improve the lives of its clients and colleagues, and...
Despite Recent Volatility, Americans Agree They Can Live Financially Fulfilled Lives, Edward Jones Research Finds
Respondents across generations are optimistic, however, those who rely on professional advice show greater confidence in reaching their financial goals ST. LOUIS, June 24, 2025 /PRNewswire/ -- Three quarters of Americans (74%) are optimistic about their financial futures despite recent market volatility and uncertainty, according to a new research report - The Pulse of North America - from Edward Jones and Cerulli Associates unveiled this week at the 2025 Aspen Ideas Festival. The research...
Edward Jones Accelerates Value for Clients through New Products, Services and Capabilities
The firm reaches key milestones in its multi-year journey to serve more clients, more completely and sets sights on new opportunities to add value for clients and financial advisors ST. LOUIS, April 24, 2025 /PRNewswire/ -- With trillions of dollars anticipated to change hands across generations and a shortage of financial advisors to serve investors seeking financial advice and guidance, Edward Jones has reached key milestones on its multi-year journey to serve tens of millions of clients...
Edward Jones Adds 53 Separately Managed Accounts to its Managed Account Platform
Firm nearly doubles SMA offerings in first half of year ST. LOUIS, July 23, 2025 /PRNewswire/ -- As Edward Jones continues to build out its suite of advisory offerings, including financial planning services, it is significantly increasing the number of separately managed accounts it offers, aiming to nearly triple the number of available strategies by year-end. Expanding the SMAs offered, exclusively through the Edward Jones Advisory Solutions(R) Unified Managed Account (UMA) Models advisory...
Edward Jones Advances Banking Strategy to Deepen Client Financial Fulfillment
In partnership with U.S. Bank and with progress on its own bank, Edward Jones is empowering clients with more ways to save, spend, invest and borrow. ST. LOUIS, Nov. 3, 2025 /PRNewswire/ -- Edward Jones is reaching key milestones in its expansion of banking solutions to serve more clients, more completely. With progress on the Edward Jones Bank application and an expanded suite of products and services now available through U.S. Bank, the firm is building on its strategy to help clients - and...
Edward Jones Canada Survey: Canadians are Struggling to Save for Retirement
RRSP contributions decline across all age groups, with younger Canadians and women saving less TORONTO, Feb. 18, 2025 /CNW/ - Canadians' ability to save for retirement is taking a significant hit. New polling data from Edward Jones Canada shows only 39 per cent of Canadians plan to contribute to their RRSP this year, marking a sharp 10 point drop from 2024 survey figures. These diminishing RRSP contributions underscore the economic pressures faced by Canadians, particularly in the face of...
Edward Jones Enhances Capabilities to Serve High Net Worth Clients
Financial services firm to launch Edward Jones Generations(TM), a private client services offering, with new products and services targeted to high net worth clients ST. LOUIS, March 12, 2025 /PRNewswire/ -- Edward Jones is launching Edward Jones Generations(TM), the firm's first private client services offering for U.S. high net worth clients. Designed to meet the specific needs of high net worth clients, Edward Jones Generations(TM) offers expanded advice, planning, products and services...
Edward Jones Enhances Workplace Retirement Plan Offerings to Support Local Businesses and Their Employees
Financial services firm announces new product agreements and technology investments to expand financial access and education in the workplace ST. LOUIS, Oct. 20, 2025 /PRNewswire/ -- Edward Jones is doubling down on its commitment to helping local business owners and their employees achieve financial wellness. The firm is expanding its retirement plan product shelf offered through its 20,000 financial advisors to include Nationwide and Voya and investing in new technologies like Aboon, which...
Edward Jones Expands Offerings for High Net Worth Clients With Alternative Investments and Advanced Financial Planning Services
ST. LOUIS, April 29, 2025 /PRNewswire/ -- Edward Jones is expanding its offerings to include alternative investments available to eligible clients in Edward Jones Generations(TM), the firm's first private client service for U.S. high net worth investors. This strategic move underscores the firm's commitment to providing sophisticated financial products, solutions and personalized experiences for clients with $10 million or more in investable assets. Beginning May 5, Edward Jones...
Edward Jones Honored for its Strategic Alliance with the Alzheimer's Association
U.S. Chamber of Commerce Foundation Corporate Citizens Awards recognizes the firm's work to help end Alzheimer's ST. LOUIS, Nov. 4, 2025 /PRNewswire/ -- Financial services firm Edward Jones received the U.S. Chamber of Commerce Foundation's Corporate Citizens Award for Best Health and Wellness Program for its strategic alliance with the Alzheimer's Association(R), supporting more than 600 Walks to End Alzheimer's each year and raising more than $56 million over the past ten years. The...
Edward Jones Named to Fortune 500® for 13th Consecutive Year
Ranking No. 260, the firm serves 9 million clients with $2.2 trillion in client assets under care - a reflection of scale and purpose ST. LOUIS, June 2, 2025 /PRNewswire/ -- Edward Jones has been named to the Fortune 500(R) list for the 13th consecutive year, ranking No. 260 based on its 2024 revenue of $5.4 billion. The recognition places Edward Jones among the largest U.S. companies by revenue and underscores the firm's continued financial performance and purpose-driven growth. As of...
Edward Jones Named to Fortune's 2025 World's Most Admired Companies List
The financial services firm is recognized for its commitment to its clients and communities ST. LOUIS, Jan. 29, 2025 /PRNewswire/ -- Edward Jones is named to Fortune magazine's 2025 World's Most Admired Companies list for its leadership, innovation and commitment to excellence. The financial services firm is recognized alongside other globally respected organizations, ranking No. 4 in the Securities/Asset Management industry category. "Our values define Edward Jones-putting our clients first,...
Edward Jones Recognized for Excellence in Training and Development
Honored as a 2025 Training APEX Award Winner ST. LOUIS, Feb. 19, 2025 /PRNewswire/ -- Edward Jones has been named a 2025 Training APEX Award winner, marking the firm's commitment to learning and professional development. This award, presented by Training magazine, honors organizations that create effective training programs that support associates and the clients they serve. Edward Jones ranked no. 17 on the APEX awards, a long-standing recognition of best practices in learning and...
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, Feb. 5, 2025 /PRNewswire/ -- 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...
Edward Jones Testifies Before US Senate HELP Committee on the Future of Retirement Security
Edward Jones Financial Advisor Chad Williams touts progress, highlights current bills and stresses future bipartisan priorities to strengthen retirement savings WASHINGTON, Dec. 11, 2025 /PRNewswire/ -- Today, Edward Jones Financial Advisor Chad Williams testified before the U.S. Senate Committee on Health, Education, Labor and Pensions (HELP) during a hearing focused on the future of retirement and expanding access to savings opportunities for American workers. In his testimony, Williams...
Edward Jones recognized as 2025 100 Best Companies to Work For® by Fortune® magazine and Great Place To Work®
ST. LOUIS, April 2, 2025 /PRNewswire/ -- Edward Jones has once again been recognized as one of the nation's top workplaces, earning a spot on the 2025 Fortune 100 Best Companies to Work For(R) list by Great Place To Work (R) and Fortune (R) magazine. This year, the firm ranked 24, reaffirming our commitment to fostering a supportive, purpose-driven workplace. Each year, Great Place To Work surveys more than 500,000 employees from companies across the country, evaluating key factors that...
Edward Jones to Acquire Natixis Investment Managers' Overlay Management Services Capabilities
Deal is intended to further bolster the firm's ability to provide comprehensive financial planning and investment management services for clients and add deeper value for branch teams ST. LOUIS, June 30, 2025 /PRNewswire/ -- Edward Jones today announced it intends to acquire Natixis Investment Managers' (Natixis IM) Overlay Management Services capabilities through the purchase of select assets and an exclusive license for certain proprietary technology. Under the terms of the agreement,...
Edward Jones' Compliance Symposium Highlights the Importance of Core Values and Client Protection to Make Effective Decisions
Insights from firm leaders and guest speakers help colleagues make informed decisions to improve experience for clients, colleagues and communities. ST. LOUIS, May 7, 2025 /PRNewswire/ -- Financial services firm Edward Jones is holding its semiannual Compliance Symposium today. Since 1999, the symposium has been a forum for Edward Jones associates to hear from compliance and legal experts and front office leaders on topics impacting client protection, the changing regulatory environment and...
Over Half of Americans Don't Know About 529 Plans for Education Savings, Edward Jones Study Finds
Despite the strategies and approaches available, many Americans remain unaware of the options to support future education savings plans ST. LOUIS, May 13, 2025 /PRNewswire/ -- New research from Edward Jones and Morning Consult found that Americans are largely unaware of options to maximize education savings, with 52% saying they don't know what 529 plans are. Given this widespread unfamiliarity, many Americans are not using the tool, with only 14% noting they have or plan to use a 529 plan as...
The Jones Financial Companies, L.L.L.P. Submits Application for Industrial Bank Charter to Complement Existing Banking Strategy
ST. LOUIS, April 11, 2025 /PRNewswire/ -- The Jones Financial Companies, L.L.L.P. announced today that it has submitted an application to the Federal Deposit Insurance Corporation (FDIC) and Utah Department of Financial Institutions (UDFI) to establish Edward Jones Bank, a Utah-chartered industrial bank. If approved, an FDIC-insured industrial bank will enable Edward Jones to serve more clients, more completely. With more than 9 million clients, Edward Jones' current banking offerings include...