Insights

Strategic expansion Edward Jones is actively expanding its physical footprint, with new offices planned in Orlando in 2026, signaling growth opportunities for financial services partnerships, tech-enabled support, and local market integration.

Independent channel shift Recent advisor movements to independent platforms (Ameriprise, LPL) suggest a trend toward broker-dealer independence; potential for partnerships in custody, alternative investment solutions, or retirement and wealth-management technologies that appeal to transitioning advisors.

Technology footprint Edward Jones employs a mix of analytics and collaboration tools (SAS, Matillion, WebFOCUS, Cloudflare, YouTube) indicating openness to data-driven advisory enhancements, digital marketing support, and scalable compliance software integrations.

High-profile investments The firm’s recent investment activity, including stakes in Quicken Inc., points to a willingness to broaden ecosystem partnerships; opportunities exist for fintech integrations, data services, and client onboarding platforms aligned with personal-advisor models.

Mid-market scale With 501-1000 employees and revenue in the billion-dollar range, Edward Jones sits between mid-size and large incumbents, presenting opportunities for enterprise-grade risk, CRM, and wealth-management tech solutions tailored to regional advisory networks.

Edward Jones US Tech Stack

Edward Jones US uses 8 technology products and services including WebFOCUS, SAS, Cloudflare CDN, and more. Explore Edward Jones US's tech stack below.

  • WebFOCUS
    Business Intelligence
  • SAS
    Business Intelligence
  • Cloudflare CDN
    Content Delivery Network
  • Scrum Alliance
    Corporate Learning Management Systems
  • Cision
    Marketing Performance Measurement
  • Microsoft Planner
    Project Management
  • Matillion
    Tag Management
  • YouTube
    Video Players

Media & News

Edward Jones US's Email Address Formats

Edward Jones US uses at least 1 format(s):
Edward Jones US Email FormatsExamplePercentage
First.Last@edwardjones.comJohn.Doe@edwardjones.com
97%
LastF@edwardjones.comDoeJ@edwardjones.com
1%
F.Last@edwardjones.comJ.Doe@edwardjones.com
1%
First.Middle@edwardjones.comJohn.Michael@edwardjones.com
1%

Frequently Asked Questions

What is Edward Jones US's official website and social media links?

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Edward Jones US's official website is edwardjones.com and has social profiles on LinkedIn.

How much revenue does Edward Jones US generate?

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As of July 2026, Edward Jones US's annual revenue is estimated to be $1B - $10B.

What is Edward Jones US's NAICS code?

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Edward Jones US's NAICS code is 52 - Finance and Insurance.

How many employees does Edward Jones US have currently?

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As of July 2026, Edward Jones US has approximately 774 employees across 2 continents, including North AmericaAsia. Key team members include Market Adoption & Delivery Leader: L. L. D.Senior Network Analyst: J. M. B.Sr. Branch Office Administrator: J. R.. Explore Edward Jones US's employee directory with LeadIQ.

What industry does Edward Jones US belong to?

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Edward Jones US operates in the Financial Services industry.

What technology does Edward Jones US use?

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Edward Jones US's tech stack includes WebFOCUSSASCloudflare CDNScrum AllianceCisionMicrosoft PlannerMatillionYouTube.

What is Edward Jones US's email format?

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Edward Jones US's email format typically follows the pattern of First.Last@edwardjones.com. Find more Edward Jones US email formats with LeadIQ.

When was Edward Jones US founded?

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Edward Jones US was founded in 1922.
Edward Jones US logo

Edward Jones US

Financial Services501-1000 Employees

Edward Jones US operates in the financial services sector, delivering personalized investment guidance through in-person meetings between a financial advisor and client. The approach centers on building long-term relationships, with nearly seven million clients served in communities across the United States and Canada, where advisors live and work to understand local needs and support financial goals. By placing advisers in the communities where clients reside, the firm emphasizes accessible, locally informed service.

It functions within a relationship-led advisory model in the financial services industry, serving clients in the United States and Canada and employing several hundred people. A recent development in June 2026 saw the company expand its geographic footprint with new offices in downtown West Palm Beach, Florida, signaling ongoing growth in key financial centers.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
1922
Employees
501-1000

Section iconFunding & Financials

  • $1B - $10B

    Edward Jones US's revenue is estimated to be in the range of $1B - $10B

Section iconFunding & Financials

  • $1B - $10B

    Edward Jones US's revenue is estimated to be in the range of $1B - $10B

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