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Edward Jones

Edward Jones is a financial services firm serving U.S. and Canada with over 15,000 locations and 19,000 financial advisors. Edward Jones has approximately 8 million clients and $1 trillion in assets worldwide. Revenue for Edward Jones came in at $8.5 billion in 2019. Through the Wealthies Awards from Wealthmanagement.com, Edward Jones was recognized for their client-centric web and mobile apps which re-imagined digital platforms. This allows clients to monitor retirement-goals in real time and collabate with their financial advisors to strengthen goals and encourage deeper interactions. J.D. Power typically ranks advisor satisfaction at both the employee-model brokerages as well as independent brokerages. Edward Jones took the top spot on the employee-model brokerage. Integration of the technology stack was an important factor in this ranking as more advisors are going remote due to the pandemic. Competitors to Edward Jones are Vanguard, Fidelity Investments, Schwab, Morgan Stanley, Wells Fargo, Merrill Lynch, Raymond James, Franklin Templeton, TD Ameritrade, E*TRADE.

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