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- Edward Jones
Edward Jones
Edward Jones provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm's business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm's 16,000 financial advisors work directly with more than 7 million clients to understand their personal goals – from college savings to retirement – and create long-term investment solutions that emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today. The firm business model is one financial advisor and one branch office administrators operating branches in approximately 13,000 locations in all 50 states. Edward Jones is headquartered in St. Louis.
Purpose
Deeply serving our clients and their families to help them achieve their financial goals.
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 coming to work 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 two-person branches. 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 local 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 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 two-person branches. 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 local 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 health-benefits exception or preventative programs to head off a crisis.
Values
- Core Value #1:
- Our clients’ interests come first.
Recent Awards
2018
2017
2016
2015
Company Snapshots
