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Financial Advisor's Overview

Total employees556
HeadquartersSt. Louis
Founded

Edward Jones is a leading financial services firm in North America, primarily serving individual investors and small business owners. With a unique model that emphasizes personal relationships, the firm operates through a vast network of local financial advisors who provide tailored financial strategies. Services include retirement planning (IRAs, 401(k)s), college savings plans (529s), insurance products, estate planning, and investment management. Founded on principles of trust and long-term partnership, Edward Jones aims to help clients achieve their serious, long-term financial goals by understanding their needs and providing dedicated support.

Where is Financial Advisor's Headquarters?

HQ Function

The headquarters serves as the central hub for corporate strategy, operations, compliance, technology, marketing, human resources, and comprehensive training programs for its financial advisors and support staff.

Notable Features:

The St. Louis campus is a large, multi-building complex featuring modern office spaces, advanced training facilities, conference centers, and employee amenities such as cafeterias, fitness centers, and green spaces, designed to foster collaboration and well-being.

Work Culture:

Edward Jones is known for a strong, client-centric work culture that emphasizes partnership, integrity, and mutual respect. It frequently receives accolades as a top workplace, reflecting its commitment to associate development, work-life balance, and a supportive environment.

HQ Significance:

The headquarters is vital for maintaining the firm's distinct culture, ensuring consistent high-quality training for its thousands of financial advisors, and coordinating the extensive operations that support its North American branch network.

Values Reflected in HQ: The campus design, investment in training facilities, and focus on associate amenities reflect Edward Jones' core values: a client-first approach, long-term perspective, individual empowerment, and a commitment to the development and well-being of its associates.

Location:

Edward Jones primarily operates in the United States and Canada, with an extensive network of over 15,000 branch offices, most of which are single financial advisor offices embedded in local communities. While its direct operational footprint is concentrated in North America, the firm provides its clients with access to global investment opportunities. Functions supported across its North American presence include personalized financial advice, investment management, retirement and education savings planning, insurance services, and comprehensive client support.

Street Address:

12555 Manchester Road

City:

St. Louis

State/Province:

Missouri

Country:

USA

Financial Advisor's Global Presence

Tempe, Arizona, USA

Address: 820 W. Elliot Road, Tempe, AZ 85284

Provides operational redundancy, access to a diverse talent pool, and regional support for the firm's extensive network of branches, enhancing service delivery and business continuity.

Mississauga, Ontario, Canada

Address: Sussex Centre, 90 Burnhamthorpe Road West, Suite 1202, Mississauga, ON L5B 3C3

Manages and directs the firm's activities within the Canadian market, ensuring adherence to local regulations and tailoring services to meet the specific financial needs of Canadian investors.

Buying Intent Signals for Financial Advisor

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Financial Advisor

As of April 2025, Financial Advisor' leadership includes:

Penny Pennington - Managing Partner
Ken Cella - Principal, Head of Branch Development
Frank LaMacchia - Principal, Head of Client Strategies Group
Tim Kirley - Principal, Chief Financial Officer
Chris Lewis - Principal, Chief Human Resources Officer
Bala Sista - Principal, Chief Information Officer
Lena Haas - Principal, Chief Marketing Officer

Investors of Financial Advisor

Financial Advisor has been backed by several prominent investors over the years, including:

Edward Jones is structured as a private partnership. Its capital is primarily provided by its general and limited partners, who are typically current and former financial advisors and home office associates. It is not publicly traded and does not have external institutional equity investors in the traditional sense.

Executive New Hires/Exits in the Last 12 Months

Hire2
Exits0

Edward Jones has made key strategic appointments in its executive team over the past year to enhance its marketing, technology, and strategic planning capabilities, aligning with its long-term growth objectives and focus on client service innovation.

New Appointments:

Lena Haas, Lena Haas was appointed as the new Chief Marketing Officer, tasked with leading the firm's marketing strategy, brand development, and client acquisition efforts.
Bala Sista, Bala Sista joined Edward Jones as Chief Information Officer to spearhead the firm's technology strategy, digital transformation, and innovation initiatives.

Technology (Tech Stack) used by Financial Advisor

Discover the tools Financial Advisor uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Financial Advisor Email Formats and Examples

Edward Jones, like many large corporations, is presumed to use standardized email formats for its employees. The most common formats typically involve combinations of first name, last name, and initials.

[first].[last]@edwardjones.com

Format

john.doe@edwardjones.com

Example

80%

Success rate

News and media

Edward Jones NewsroomMay 30, 2024

Edward Jones Releases Seventh Annual Purpose, Inclusion and Citizenship Report, 'Growing Our Impact'

Edward Jones published its seventh annual Purpose, Inclusion and Citizenship Report, detailing significant progress in its five commitments: partnering for lasting financial strength, championing health and well-being, advancing inclusive growth, supporting pathways to prosperous careers, and promoting a sustainable future. The report highlights the firm's dedication to making a positive impact on its clients, colleagues, and communities....more

Fortune / Edward Jones NewsroomApril 4, 2024

Edward Jones Named One of the 2024 FORTUNE 100 Best Companies to Work For® for 25th Time

For the 25th time, Edward Jones was named one of the FORTUNE 100 Best Companies to Work For® by Great Place To Work® and Fortune magazine. This prestigious recognition underscores the firm's enduring commitment to fostering a positive, supportive, and inclusive workplace culture for its associates....more

Edward Jones Newsroom / PR NewswireDecember 5, 2023

Edward Jones Names New Chief Marketing Officer, Chief Information Officer

Edward Jones announced the appointment of Lena Haas as its new Chief Marketing Officer and Audra Jenkins as interim Chief Information Officer (later filled by Bala Sista in March 2024). These leadership changes aim to strengthen the firm's strategic focus on marketing innovation and technological advancement to better serve clients....more

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