Edward Jones Reclaims Top Spot in JD Power Investor Satisfaction Study

Financial services firm recognized for trust, people, product offerings, and ease of doing business

Mar. 27, 2026 at 4:04pm

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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 the firm's progress in delivering comprehensive advice, expanded products and services, and enhanced digital capabilities to better serve its clients.

Why it matters

The JD Power study is a widely respected industry benchmark that evaluates investor satisfaction across key dimensions like trust, product offerings, and ease of doing business. Edward Jones' top ranking underscores the strength of its relationship-driven model and the firm's ability to adapt to an increasingly competitive landscape for financial services.

The details

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. 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. In recent years, the firm has invested in advanced technology, financial advisor education, and a range of new product offerings to better meet clients' evolving needs.

  • The JD Power 2026 U.S. Investor Satisfaction Study was released on March 27, 2026.
  • Edward Jones last held the top spot in the JD Power study in 2021.

The players

Edward Jones

A leading financial services firm that provides personalized, relationship-driven advice and planning to its clients.

Penny Pennington

The Managing Partner at Edward Jones, who expressed gratitude for the firm's clients and the recognition from the JD Power study.

James Remington

A financial advisor at the Edward Jones Downtown Okmulgee Office, who commented on the firm's commitment to delivering exceptional service and tailored advice to its local clients.

Suzanne K Moss

A financial advisor at the Edward Jones Downtown Okmulgee Office, who also commented on the firm's focus on helping clients achieve long-term financial confidence and security.

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What they’re saying

“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.”

— Penny Pennington, Managing Partner at Edward Jones

“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.”

— James Remington, Financial Advisor at Edward Jones Downtown Okmulgee Office

“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.”

— Suzanne K Moss, Financial Advisor at Edward Jones Downtown Okmulgee Office

What’s next

The firm plans to continue investing in advanced technology, financial advisor education, and new product offerings to further enhance the client experience and meet evolving financial needs.

The takeaway

Edward Jones' top ranking in the JD Power study underscores the firm's commitment to building deep, trusted relationships with its clients and delivering personalized, comprehensive financial advice and planning. This recognition reinforces the value of the firm's relationship-driven model in an increasingly competitive industry.