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Built to make a difference.

We’re all about making a difference. In the lives of our clients – and our people. Whether you’re interested in building a career at our headquarters or see yourself managing client relationships in a local branch office, there are many reasons to take a closer look at the Edward Jones of now.
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55,000* plus. All rowing in the same direction. Each making a difference.

At Edward Jones, clients come first. Aligning each of us in a singular, unifying focus. Whether you’re directly working with clients in a branch office – or in the home office supporting the client relationship with leading edge technology, analytics or products – your contribution, together with the contributions of each and every Edward Jones associate, is doing so much more than helping people achieve their financial goals. Your contribution is helping them achieve their life’s dreams.
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Moments That Matter: Financial Advisor Julie Kelly

Financial Advisor Julie Kelly, shares story about helping her clients, Rand and Anna work toward their dream of a house in the Teton Mountains of Wyoming. Julie helped them build a roadmap of how they could afford this home and work toward their ultimate goal. At Edward Jones, we help investors work toward their goals by taking the time to listen to what’s important to them and their families. Helping investors achieve their long-term financial goals is our sole focus.

Read the transcript or view the audio described video.
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Video Transcript Helping people achieve their dreams

Video Transcript

[Music Playing]

[Text] Moments that Matter

[Text] Julie Kelly – Financial Advisor

[Julie] Rand and Anna always dreamed to maybe build a house in the Tetons. So I shared with them that we could develop a roadmap to help them figure out how could they afford this home with their assets and really achieve that dream. I’ll never forget when I was in my office one day and Rand had sent me, while he was in Wyoming, a picture where he was standing on a piece of property, looking over at the future view of their home.

[Julie] And he said, we think this is the spot, basically. You could just hear kind of the joy coming through the email that he was so excited that they had found that perfect spot. And that’s in my mind, you know, why we do what we do as a financial advisor. The fact that he was standing on that piece of property and thought, I’m gonna send Julia a picture. We are really helping people achieve their dreams long term.

[Logo] Edward Jones

[Text] Copyright 2020 Edward D. Jones & Co., L.P. All rights reserved. Member Canadian Investor Protection Fund

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One focus. Plus zero competing interests. Equals one unique business model.

Our financial advisors are our only profit center. And serving our clients is our only focus. This makes it easy to pour all our resources – from the home office to the field – into supporting the one-on-one relationship between each Edward Jones financial advisor and each client. This single-minded focus is the heart of our unique branch-team model. And it supports our client-first mission: Serving the serious individual investor by offering solutions-based advice to help them achieve their long-term financial goals.
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Associate Testimonial

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I want to not only think about the client but think like the client: asking ‘what could I expect of every interaction if I were the client?’ If the answer is ‘something else’, I’m not delivering the best possible service.
Rajit Khanna
Financial Advisor – Markham, ON

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We answer to our clients. And to each other.

As a partnership we aren’t tied to quarterly earnings reports or shareholders. Because we are privately held, we can make decisions entirely based our clients’ best interests. Which means every single associate – from the home office to our 15,000 branch offices in Canada and the US – is free to focus exclusively on serving our 9 million clients. True to our mission. In it together. That’s the power of partnership.
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Collaboration – not competition – defines our culture.

As a partnership, our structure grows a spirit of collaboration. Born of the coming together of 20,000 financial advisors** and 55,000 associates across North America all laser focused on one thing: the needs of our clients. Motivated to lift each other up, not tear each other down. Because when our financial advisors succeed, we all succeed.
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Associate Testimonial

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Erin Roy

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Being a partner at Edward Jones means that I have the opportunity to own a piece of the company I work for and benefit from our mutual success. Not only does partnership directly impact my personal bottom line, it also shows up every day in how our associates demonstrate partnership by collaborating across the firm to act in the best interests of our clients.
Erin Roy
General Partner
Financial Advisor – Bayfield Ontario

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Kevin O'Hagan

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The way the firm operates as it was a big step away from a corporate environment. It is all about partnering with you to build a long-term client-centric investment business.
Kevin O’Hagan
Financial Advisor – Calgary, AB

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Giving back is in our DNA.

“Caring about our clients, one another and our communities isn’t something we ‘do’ at Edward Jones; it’s who we are.”

– Managing Partner, Penny Pennington

For over twenty-five years in Canada (nearly a century in the US), our associates have had the privilege of serving our clients, communities and future generations. Our culture of caring means we seek to make a difference in people’s lives as we help families accomplish their goals, champion our associates’ unique contributions, and strengthen communities by caring for our planet and supporting national and local organizations to create meaningful impact.
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Associate Testimonial

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I now associate the words ‘Edward Jones’ to not only mean a deep care and commitment towards our branches and clients, but also a culture of family.
Chris Koo
Firm Strategic Enablement Office
Headquarters

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A lot has changed since 1922. But our unique business model is built to last.

Momentum trading? No thanks. Financial engineering? Pass. Hedging? Shorting? Options? Not on our watch.

Since our founding, we’ve taken a long-term view of success by focusing on clients’ needs, not firm goals or production quotas – because we know longstanding success isn’t built on short-term thinking. As we evolve to provide goals-based advice – partnering with our clients across the arc of their lives – our client-centric business model is steady but in no way static. Supported by the analytical depth, integrated technologies and vast resources of our home-office, our business model not only supports change – it fuels it. A client-first philosophy that is our foundation and our future.
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Associate Testimonial

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I don’t need a firm to help me be transparent with my clients, but Edward Jones makes it easy. At Edward Jones I have the true ability to ask my client what it is that they want and work to deliver exactly that.
Edouard Saidah
Financial Advisor – Vaudreuil-Dorion, QC

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Disclaimers

*In North America, Edward Jones has over 5,000 associates in Canada and 48,000 associates in the United States.

**There are 800+ Financial Advisors in Canada and 16,000 Financial Advisors in the United States.
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