Edward Jones is a leading North American financial services firm that serves more than 8 million clients with a total of $2.2 trillion in client assets under its care. The firm’s purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better communities and society. In November, Edward Jones celebrated the latest milestone in its 102-year history–growing from a single office to 20,000 financial advisors across a network of approximately 16,000 branches in North America.

“Reliance on human-centered financial advice is increasing as adults prepare for the tremendous wealth transfer expected to be passed along to younger generations in the next 20 years,” according to firm officials. “This demand has the potential to outpace the number of financial advisors who can offer comprehensive financial advice. To meet this need, Edward Jones is organically growing the segments of clients it serves and the financial advisor base who can support them.”.

The firm also recently began rolling out financial planning services to thousands of U.S. branch teams, which will continue through the next year. Clients in a financial planning agreement will get a more personalized experience with additional capabilities such as an executive summary of their financial plan, as well as estate planning and tax planning strategies and scenario modeling. Financial advisors who deliver financial planning will be compensated accordingly for their time and effort to build and maintain a financial plan. Financial planning will be a separate service with its own client agreement and fee.

"This intentional growth in financial advisors creates an incredible opportunity to reach new segments of clients and grow our positive impact and market share across North America," says David Chubak, who is responsible for the U.S. Business Unit and Branch Development at Edward Jones. "We're investing in our financial advisors to ensure they're well-equipped with tools and resources to help our clients, and the many more we aspire to serve, achieve their financial goals.".

Part of the firm's investment in growing access to financial planning and advice includes offering financial advisors the flexibility to choose how they run their practice, the support resources to create capacity to prioritize the needs of clients, and how they pass on their practice. Since 2022, in the United States, Edward Jones has been piloting multi-financial advisor offices and shared support models and financial advisor teaming, where two or more financial advisors serve the same book of clients with shared staff.

"With new options in how we serve clients to meet their unique needs, across 20,000 financial advisors and more than 20,000 client support teammates, the impact Edward Jones financial advisors can have on helping generations of families and communities is incredibly rewarding," according to Julie Kelly, an Edward Jones financial advisor serving Durham, North Carolina. "Deepening our discovery conversations through a financial planning relationship will help us better understand clients' needs, wants, and wishes and tailor plans to achieve their goals."

Firm officials say they are committed to helping more people achieve financially what is most important to them, through the dedication of the firm's approximately 54,000 associates and its branch presence in 68% of U.S. counties and most Canadian provinces and territories. The firm, which is a Member of the Securities Investor Protection Corporation, has been a Hacienda tenant since September 2005.

For more information about Edward Jones, please visit www.edwardjones.com/us-en.