St. Louis – – October 06, 2026 -- Edward Jones has placed No. 7 on Great Place to Work's 2026 list of Best Workplaces in Financial Services & Insurance, a ranking based entirely on feedback from its more than 55,000 associates across North America.
Firm ranks No. 2 industry-wide for Certified Financial Planner professionals
Edward Jones holds the No. 2 industry position for Certified Financial Planner designees and ranks No. 1 for Financial Paraplanner Qualified Professional designees as of 2025, reflecting continued investment in advanced credentialing across its practice teams.
Over 10,000 associates joined Better Together Summits in 2025
The firm's internal collaboration events drew more than 10,000 participants last year, bringing financial advisors and support staff together to share best practices on leadership and client service.
82% of advisors now use AI in daily practice, firm survey finds
A May 2026 survey conducted with Morning Consult found that 82% of Edward Jones financial advisors are already using AI tools in their work, while 68% said long-term client trust still depends on human interaction. The firm is embedding AI into proprietary systems to automate administrative tasks and reduce repetitive work, aiming to free up advisor time for direct client engagement.
Edward Jones is also expanding advisor-facing technology, including the MoneyGuide financial planning platform and its Edward Jones Generations offering, to support more personalized client guidance.
Firm oversees $2.5 trillion in client assets as of December 2025
Edward Jones operates through more than 20,000 financial advisors serving over 9 million clients, with branches present in 68% of U.S. counties and all Canadian provinces. Chief Human Resources Officer Suzan McDaniel said the recognition reflects the culture built collectively by associates working in roles spanning financial advisory, technology and home office functions.
Disaster Relief Fund activated in 2025 for storm-affected staff
The firm's benefits structure includes enhanced healthcare options, lower-cost pharmacy coverage, and voluntary benefits such as pet insurance and identity protection. Its Disaster Relief Fund was activated in 2025 to provide financial assistance to associates affected by severe storms.