Financial assistance and resources

Adoption assistance

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.

In addition, the Anthem Employee Assistance Program (EAP) provides consultation, resource listings and referrals to agencies and attorneys at no charge. You can also reach Anthem by phone at 855-873-4932.

Tuition program

The firm provides a generous reimbursement allowance for associates pursuing undergraduate and graduate degrees in subjects that apply to potential Edward Jones career paths. In addition, reimbursement is available for some professional designations such as Certified Financial Planner, Certified Life Underwriter and Chartered Financial Consultant.

  • 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 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: You are eligible for tuition reimbursement for academic courses, but not to pursue professional designations. This is because use of the knowledge and skills acquired through these professional designations cannot be practically applied in the BST position due to regulatory and compliance restrictions.
  • 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 WEBID608026.

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

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

Get started

Review the Academic Course Guidelines or Professional Designation Guidelines (home office associates and client support). For information regarding Professional Designation Guidelines for  financial advisors1, see WEBID608026. 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.

Learn more about the HQ Investment Services Program (must be on the Edward Jones network).

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 esate 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 help

Access the following financial and legal services through your Anthem EAP anytime.

Financial resources and tools

From dealing with debt to saving for college, you can discuss your concerns with a financial professional via phone, and benefit from free financial resources and budgeting tools online.

Legal information and resources

Receive a 30-minute phone or in-person meeting with a legal professional to discuss 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 resources, forms, and seminars online.

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

Related topics

2023 rates

Tax-advantaged accounts

Pay for qualified health care expenses with pre-tax dollars.

Paid Parental Leave

Retirement plan

Save for the future and get matching contributions (if eligible) in our 401(k) plan.


Retiring from Edward Jones

Be prepared and know what steps to take as you begin your journey into retirement.