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 has earned the top rank since 2021. This achievement reflects meaningful progress in Edward Jones’ journey to deliver comprehensive advice and planning and expanded products and services to serve more clients, more completely.
“We are incredibly grateful for the trust our clients place in Edward Jones and honored to be recognized for the care and guidance they receive from our teams,” said Penny Pennington, Managing Partner at Edward Jones. “This top ranking is meaningful because it reflects the deep, trusted relationships our clients have with our financial advisors, and the impact our practice teams have in helping clients and their families move toward financial fulfillment with confidence.”
Edward Jones achieved Best-in-Class performance in four of the seven most influential dimensions of investor satisfaction, including trust, people, products meeting client needs and ease of doing business, all while continuing to enhance its digital capabilities and value for fees paid. The firm earned an Overall Satisfaction score of 754 on a 1,000-point scale, one of only three firms scoring significantly above the advised-industry average of 725. The results underscore the strength of Edward Jones’ relationship-based model and the trust clients place in the firm in an increasingly competitive landscape.
The firm’s financial advisors take a personalized, relationship-driven approach by partnering with clients to learn about their goals, priorities and life circumstances before developing tailored financial strategies. Supported by the firm’s financial planning capabilities, investment solutions and digital tools, this model is designed to deliver advice that evolves with clients over time and helps them stay focused on achieving their long-term financial goals.
“We’re incredibly proud of the trust our clients place in us, and this recognition reflects that commitment. At your local Downtown Okmulgee Office, our focus has always been on helping clients achieve long term financial confidence, a secure retirement and exceptional service, through advice that’s clear, responsive and tailored to their needs. This JD Power acknowledgment reinforces the importance of delivering instant transparent communication, from our hometown team, James Remington & Suzanne K Moss, every day, and we’re grateful to our clients for the opportunity to support their financial journeys.”
In recent years, the firm has invested in advanced technology, financial advisor education and a range of new product offerings to help improve the financial advisor experience and better meet clients’ needs. This includes integrated banking capabilities, expanded private-client wealth services and alternative investments, and new portfolio-management technology to support personalized managed accounts. The firm also launched Edward Jones Ventures to invest in and incubate innovations that can enhance financial planning, advisor capabilities and client experiences.
The study evaluates the experiences of investors working with a wealth management firm, in either an advised or DIY capacity in seven dimensions (in alphabetical order): digital channels; ease of doing business; people; product and service offerings; resolving problems or complaints; trust; and value for fees paid.
