Skip navigation

Edward Jones

Edward Jones, provides financial services for individual investors in the United States and, through its affiliate, in Canada. The firm has more than 19,000 financial advisors who care for more than 7 million clients with more than $1.2 trillion in assets under care. 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 collaborate 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.

Highlights