Edward Jones Releases Annual Purpose, Inclusion and Citizenship Report

Edward Jones’ Annual Purpose, Inclusion and Citizenship Report Highlights Commitment to Client, Colleague and Community Impact

Edward Jones released its sixth-annual Purpose, Inclusion and Citizenship Report, “Growing Our Impact,” featuring the many ways Edward Jones advanced its business and community goals throughout 2023.

The report describes the achievements of Edward Jones’ approximately 54,000 associates throughout North America through year-end 2023. “Growing Our Impact” highlights how the firm brings its purpose to life through three Purpose Impact Areas: Partnering for Lasting Financial Strength, Promoting Healthier Futures and Advancing Inclusive Growth.

The report showcases the ways the firm is helping its more than 8 million clients achieve what is most important to them. Nearly $535 million has been invested by clients in the Edward Jones Charitable Gift Fund since its inception, with more than $90 million granted to charities in 2023 – making a difference for communities throughout the U.S.

Through its Financial Fitness program, Edward Jones educated more than 848,000 learners, including 206,000 high school students, since 2020 – tracking well toward the firm’s goal of reaching 1 million learners by the end of 2025. The program provides financial knowledge and confidence to students and adults empowering them to make the next right financial decision.

The report also includes Edward Jones’ economic impact throughout 2023. With a presence in 68% of the counties in the U.S., Edward Jones’ home offices and nearly 16,000 branch locations have a positive impact on national and local economies in North America. The firm estimates that in 2023, more than 160,000 jobs were supported by Edward Jones in the U.S. and Canada, translating into $18.7 billion of labor income. This labor income contributed an estimated $25.4 billion to GDP ($24.9 billion in the U.S. and $529 million in Canada). For every job Edward Jones directly creates as an employer, another 1.8 jobs are created in the community.

“At Edward Jones, the work we do is an extension of our purpose, which is to partner for positive impact, to improve the lives of our clients and colleagues and together, better our communities and society,” said Edward Jones Managing Partner Penny Pennington. “As a business that seeks to make a positive difference in the world through the work we do, we are addressing some of the most pressing challenges of our time in the areas where the skills and passions of our talented colleagues intersect with our ability to make the greatest impact.”

To learn more, read the firm’s annual Purpose, Inclusion and Citizenship Report at edwardJones.com/growingourimpact.