Edward Jones plans hybrid advice platform and AI retirement tool

Growth in assets and advisory revenue

Edward Jones ended Q3 2026 with $2.7 trillion in client assets under care, an 11% increase year over year. Advisory assets rose 19% to $1.2 trillion, supported by higher market values, continued client investment in advisory programs and $19 billion in net new asset flows during the quarter.

The firm's advisory program fee revenue grew 22% in Q3 and 23% year-to-date. Net revenue increased 13% to $5.1 billion in Q3 and 14% to $14.8 billion year-to-date. Income before allocations rose 20% to $630 million in Q3 and 18% to $1.8 billion year-to-date.

Edward Jones said its results provide a foundation for further investment in capabilities supporting clients through changing market environments. The firm has more than 20,000 financial advisors serving over 9 million clients across North America.

Digital platform targets investors earlier in their financial journeys

Digital Managed Solutions™, Edward Jones' new investment advisory platform, is initially available to a small group of associates. It is being developed as part of a future hybrid advice offering for investors earlier in their financial journeys.

The planned service will combine digital investment management and self-service financial tools with access to human guidance. Edward Jones said an initial rollout began in August 2026, while broader availability is planned for mid-2027.

The firm also announced development of an AI-powered, end-to-end Retirement Plan Management Center with Aboon and Retirement Plan Advisory Group (RPAG®), part of Great Gray Group. The tool is expected to begin rolling out to Edward Jones financial advisors in 2027 and is intended to help them serve business owners and their employees through workplace retirement plan management.

Research supports a human role in financial advice

Edward Jones and Morning Consult research examined how the role of financial advisors is changing. According to the research, 69% of surveyed financial advisors believe AI has had a positive impact on the industry, while 68% say building and maintaining long-term client trust requires a human touch.

Edward Jones said the findings support digitally enabled, hybrid advice models. Its stated approach is to use technology to enhance, rather than replace, personalized financial advice, combining digital capabilities with professional guidance and client relationships.

Community program adds 12 small businesses

Edward Jones also expanded its Financial Futures community impact program. In July, the firm announced a new cohort of 12 small businesses across six states through its Main Street Initiative. Each business receives a $30,000 grant and one-on-one support from a local Edward Jones financial advisor.

Financial Futures brings together nonprofits, community financial institutions and financial advisors to expand access to financial education, capital and wealth-building opportunities. In 2025, the program reached more than 23,000 people across more than 11,000 ZIP codes, awarded $6.5 million for higher education and contributed $2.9 million directly to small businesses.

For users, the announcements point to a service model that pairs expanded digital access with advisor support. The platform's wider availability and the retirement tool's rollout remain planned for 2027, while the firm's research indicates that Edward Jones sees personal relationships as central to its advice strategy.