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About Edward Jones
Edward Jones, led by Managing Partner Penny Pennington, is a prominent force in the financial industry. Penny, named one of Fortune Magazine's "Most Powerful Women in Business," guides the firm's strategic direction. With over 50,000 associates across the U.S. and Canada, they're dedicated to improving the lives of 8 million clients and managing trillions of dollars in client assets.
Established in 1922 by Edward D. Jones Sr., the company's principles of fairness and treating associates as partners remain unwavering. The commitment to quality investment services and fair treatment has resonated throughout their history.
Edward Jones' philosophy centers on providing clients with a long-term, quality-driven investment strategy. Their approach emphasizes portfolio diversification to reduce risk and align investments with clients' goals and comfort levels.
The company's disciplined approach is backed by a team of analysts who ensure clients receive the best possible recommendations. This approach applies to stocks, bonds, and funds, ensuring that investments align with a client's financial goals.
Edward Jones emphasizes that no matter the financial path, clients can rely on their financial advisors for tailored advice and strategies. The company's unwavering commitment to quality, long-term focus, and individualized support makes it a trusted partner in clients' financial journeys.
Pricing options
Regulatory filings
Areas of specialty
- Retirement Planning
- Estate Planning
- Life Insurance
- Retirement Accounts
- Annuities
More about Edward Jones
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 250 | 19677 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Edward Jones.