Edward Jones today released its eighth annual Purpose, Inclusion and Citizenship report, Finding Fulfillment. The report demonstrates how the firm is actively delivering on its purpose: to partner for ...
Edward Jones, a leading financial services firm, has reclaimed the No. 1 spot among 23 advice-based firms in the JD Power 2026 U.S. Investor Satisfaction Study(SM) , marking the first time the firm ...
Survey data highlight shifting expectations for digital access, human guidance and intergenerational planning across both advised and self-directed channels.
J.D. Power’s annual study of investor satisfaction also found more young investors turning to fintech brands.
Edward Jones, has reclaimed the No. 1 spot among 23 advice-based firms in the JD Power 2026 U.S. Investor Satisfaction Study (SM), marking the first time the firm has earned the top rank since 2021.
Considered a report card on client satisfaction across both advised and DIY customers, the latest JD Power survey points to ...
Nearly century-old brokerage Edward Jones has long measured its growth by its number of advisors, and in fact, it is the largest brokerage by that measurement. Its growth goals have also followed that ...
Edward Jones has added alternative investments to the lineup of new offerings for its uber-wealthy clients. The financial services firm has partnered with CAIS, an alternative investment technology ...
Zulma Petty, a seasoned financial advisor with over eight years of experience, has announced the launch of her independent ...
During snowstorms, heat waves, and times of extreme need, many Portlanders find few who can help. Scrolling through their contact list, they may turn to the person handling their finances – a ...
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