Financial benefits and resources

Adoption assistance

In addition, the Headspace EAP provides consultation, resource listings and referrals to agencies and attorneys at no charge. You can also reach Headspace at 855-420-0734.

If you’re a full-time associate, the firm may reimburse up to $5,000 of your adoption expenses within a year of the adoption. Learn more about the adoption assistance program. Access the Adoption Assistance Reimbursement Form.

Tuition program

The firm reimburses up to $5,000 each calendar year in tuition, book and lab fees for associates pursuing undergraduate and graduate degrees in subjects that apply to potential Edward Jones career paths.

For information about professional designations for client support team professionals and financial advisors, please review WEBID097972.

  • You must be employed by Edward Jones as a full-time associate for the past 12 consecutive months or longer prior to the first class session and be actively employed in a full-time position at the time reimbursement is made.
  • Client support team professionals and home office associates: You must be in Good Standing (last performance rating must be meets or above).
  • Financial advisors1: Your branch must be Bonus Eligible. In addition, your current performance must be rated "Meeting Expectations" or "Exceeding Expectations." And, you must be in Good Standing with FADS, Compliance and Associate Relations.

The guidelines for reimbursement will vary based on your role at the firm:

  • Client support team professionals: You are eligible for tuition reimbursement for academic courses, For Professional Designations please see WEB608026.
  • Home office associates: Attainment of the professional designation must be strongly recommended for your current position. If the designation is required for the position, please see your leader.
  • Financial advisors1: All approved designations are reimbursed via Financial Advisor Training's Advanced Training Program, which is separate from the firm's tuition benefit. Please review WEBID097972.

As an Edward Jones associate, there are a range of education opportunities available at discounted rates:

For questions about these discounts, contact 314-515-9024.

Get started

Review the Academic Course Guidelines or Professional Designation Guidelines (client support team professionals and home office associates). For information regarding Professional Designation Guidelines for  financial advisors1, see WEBID097972. Then, begin the application process by visiting the EdAssist website or call EdAssist at 866-286-1016. View instructions for creating an account and how to log in.

For more information, see the Tuition Program FAQs.

Varsity tutors

Varsity Tutors connects students with the right expert, vetted through tutoring simulations, academic and background checks, and interviews, and offers:

  • One-on-one tutoring
  • Small-group classes
  • Test preparation for SAT/ACT and CPA exams
  • Extracurricular and enrichment activities
  • Home schooling program for K-12 students
  • Learning pods for custom group learning
  • Instant tutoring, offering 24/7 options for homework help, live via video
  • Tutoring for students with learning differences

Visit the Varsity Tutors website for more information on both its paid and complimentary resources.

HQ investment services

Home office associates at Edward Jones can take advantage of onsite financial planning assistance and educational opportunities. Associates can meet with a financial advisor to access the resources necessary to implement their financial plan.

Estate planning

Estate strategies aren’t just for the wealthy—they’re for everyone. A properly planned estate strategy gives you control over your legacy and assets in order to provide for your family when you’re no longer able to do so yourself.

A properly designed estate strategy includes:

  1. Understanding the laws and statues in your state
  2. Preparing for unexpected events
  3. Regularly reviewing and adjusting your porfolio over time

Download the firm’s Planning Your Estate guide for more information.

Financial and legal support

Connect with vetted financial and legal service providers through the Headspace EAP at any time.

Financial resources

An EAP specialist can connect you with financial specialists to support you with money management, debt, credit, home purchasing, student loan counseling, education on common tax issues, and investment and retirement strategies. All vetted financial specialists are also qualified to provide information and educational tips on preventing identity theft and how to proceed when it is suspected.

Legal information and resources

You and your family members can access a nationwide network of attorneys for a free 30-minute phone or local attorney consultation for any legal matter (with the exception of business issues and disputes or actions against your employer). Topics include concerns such as divorce, custody, adoption, real estate, debt and bankruptcy, landlord/tenant issues, civil and criminal actions, and more. If you require legal representation, receive discounted fees to retain a lawyer. You'll also have access to other legal resourceson the EAP website.

To get connected to financial and legal support, call 855-420-0734 or start a chat with a coach in the Headspace app who can support you. Haven’t enrolled in Headspace? Start here.

1 Financial advisor reference incorporates financial advisor, service partner, and joint venture service partner roles.

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