Edward Jones

Edward Jones is a financial services firm specializing in serving individual investors and business owners across the United States and Canada. Founded in 1922 by Edward D. Jones Sr., the company has grown to become one of the largest financial advisory firms in North America.

It has over 15,000 branch offices and more than 19,000 financial advisors. The firm emphasizes personalized service and one-on-one relationships between clients and financial advisors.

Business Model and Services

Edward Jones' business model centers around understanding each client's unique financial goals. Advisors develop tailored strategies to help clients achieve these goals. The company offers a comprehensive range of services such as investment management, retirement planning, insurance, estate planning, and tax planning.

Clients have access to a variety of investment products, including stocks, bonds, mutual funds, and certificates of deposit. In addition, the firm provides resources to assist business owners with planning and expense management.

Education and informed decision-making are priorities, with many tools and resources available to clients for planning their financial futures.

Company Structure and Culture

As a privately held company, Edward Jones is owned by employees and retired employees. This ownership model fosters a culture of collaboration and long-term commitment, allowing the firm to focus on client relationships rather than shareholder returns.

The company has received numerous accolades, including consistent recognition as one of Fortune's Best 100 Companies to Work For.

Locations

Edward Jones operates numerous branch offices across the United States and Canada. These offices are staffed by dedicated financial advisors working closely with clients to develop personalized strategies.

• Fort Wayne, IN, USA
• Lakewood, CO, USA
• Overland Park, KS, USA
• West Palm Beach, FL, USA
• Winston-Salem, NC, USA
• Des Plaines, IL, USA
• Elgin, IL, USA
• Saint Louis, MO, USA
• Sandy Springs, GA, USA
• Conroe, TX, USA
• Sugar Land, TX, USA
• Little Rock, AR, USA
• Santa Clarita, CA, USA
• Gresham, OR, USA
• Sparks, NV, USA
• Burlington, VT, USA
• Greeley, CO, USA
• Lee's Summit, MO, USA
• St Petersburg, FL, USA
• Huntsville, AL, USA

Leadership

Under the leadership of Managing Partner Penny Pennington, who became the firm's sixth managing partner in 2019, Edward Jones continues to prioritize client relationships and community involvement.

Pennington's leadership reflects the company's commitment to diversity and inclusion, as she is the only woman leading a major U.S. brokerage firm.

Summary

Edward Jones is a client-focused financial services firm offering a wide range of investment and financial planning options. Its vast network of branch offices and commitment to personalized service help clients achieve their financial goals and build a secure future.