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 together, better its communities and society.

• "At Edward Jones, our purpose is at the heart of everything we do – to profoundly enrich the lives of our clients, colleagues and communities," said Managing Partner Penny Pennington. "Together, we can achieve extraordinary impact and touch more lives than ever before."

The big picture: More than 20,000 financial advisors and 25,000 client support team professionals are helping more than 9 million clients achieve what is important to them.

• The firm wrapped 2024 with $2.2 trillion in client assets under care — a 15% increase over the previous year — all while reaching their goal of advancing financial education for 1 million people a year ahead of schedule.
• With 15,000+ branch office locations in North America and a presence in 68% of U.S. counties and most Canadian provinces and territories, the firm has a positive impact on national and local economies.
• An estimated 154,000 jobs supported by Edward Jones in the U.S. and Canada translates to $19.1 billion of labor income — an approximate $25.9 billion contribution to GDP.

Zoom in: "Our financial advisors and associates are the cornerstone of our clients' success, nurturing the deep, personal relationships that define Edward Jones," said Pennington. "Their dedication to understanding and addressing our clients' unique needs, wants and wishes opens up a world of possibilities, empowering clients to live their best lives."

• Clients gained more confidence because of greater access to comprehensive financial advice and planning, establishing and creating personalized strategies and enhanced protections that safeguard the firm's clients, especially seniors, from current and emerging threats.
• Colleagues received more support, including enhanced health and well-being assistance, development and career growth with the most CERTIFIED FINANCIAL PLANNER^® professionals of any firm, new practice models aimed at boosting client success, disaster relief aid to help associates recover from disasters like wildfires and hurricanes and opportunities to strengthen cultural connections.
• Communities received investments of time, resources and skills from Edward Jones associates. The firm, Edward Jones Foundation and associates contributed more than $47 million to community organizations across North America. Plus, associates logged over 308,000 volunteer hours and banded together to support economic inclusion, sustainability, the Alzheimer's Association^® and the Terry Fox Foundation.

Go deeper: Get the full Purpose, Inclusion and Citizenship Report.

Get to know 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. 

SOURCE Edward Jones