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Lebanon Valley Chamber of Commerce

06/05/2026 | News release | Distributed by Public on 06/05/2026 08:44

Edward Jones Takes #1 Spot in Advised Investor Satisfaction in the JD Power 2026 U.S. Investor Satisfaction Study

Lebanon, PA

06/05/2026 10:22 AM

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. 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. 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. The JD Power 2026 U.S. Investor Satisfaction Study(SM) was fielded from January 2025 through January 2026 and is based on responses from 7,982 advised and 4,335 DIY investors. For more information, visit jdpower.com/awards.

Lebanon Valley Chamber of Commerce published this content on June 05, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on June 05, 2026 at 14:44 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]

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