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- Edward Jones
Edward Jones
Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. As of Dec. 31, 2024, the firm’s more than 20,000 financial advisors serve more than 9 million clients with $2.2 trillion in client assets under care. 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 serving more clients more completely to make a greater impact for generations of families and communities.
Purpose
Our purpose: To partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.
Vision
Our Vision is to become the first choice of serious, long-term individual investors.
Mission
We help serious, long-term individual investors achieve their financial goals by understanding their needs and implementing tailored solutions.
Additional Culture Details
People like working at Edward Jones. Why?
We are partnership centered. Owners have a different attitude than employees. As a firm owned by associates, we are all in this together. There are no competing interests because everyone puts clients first. Veterans train and mentor less-experienced financial advisors to open new branches nearby. As partners, we know that is good for all of us.
We are family friendly. The flexibility to accommodate family matters is built into our branch models. Financial advisors open a convenient branch location and set hours for that branch.
We are caring. We take care of each other in tough times, whether it is a disaster, a cancer diagnosis or a family crisis. Caring is part of our culture and leaders are authorized to do the right thing to help associates navigate personal difficulties, whether that means extra time off, special pay arrangements, a loan, a $500 gift card, a health-benefits exception or preventative programs to head off a crisis.
We are partnership centered. Owners have a different attitude than employees. As a firm owned by associates, we are all in this together. There are no competing interests because everyone puts clients first. Veterans train and mentor less-experienced financial advisors to open new branches nearby. As partners, we know that is good for all of us.
We are family friendly. The flexibility to accommodate family matters is built into our branch models. Financial advisors open a convenient branch location and set hours for that branch.
We are caring. We take care of each other in tough times, whether it is a disaster, a cancer diagnosis or a family crisis. Caring is part of our culture and leaders are authorized to do the right thing to help associates navigate personal difficulties, whether that means extra time off, special pay arrangements, a loan, a $500 gift card, a health-benefits exception or preventative programs to head off a crisis.
Values
- Core Value #1
- Core Value #1: Our clients’ interests come first.Core Value
Recent Awards
Company Snapshots
