Well-being programs

At Edward Jones, we believe investing in your health and well-being—mental, emotional, physical, financial, and social—enables you to enjoy life, pursue your passions and be the best version of yourself for your family, your community, and our clients. Penny Pennington, the firm’s sixth managing partner, shared her story of how she stays feeling “young and full of vigor” and her approach to health and wellness.

As part of our commitment to your well-being, we partner with Personify Health to offer you and your enrolled spouse/domestic partner convenient access to well-being resources, including:

Team challenges and contests

Personalized well-being content

Nutrition, weight management, sleep support, stress programs, and more

Social feeds and community features

Activity tracking with your choice of device or app

Encouragement, feedback, and motivation

Getting started

There are three ways to access Personify Health:

1. Access the Personify Health desktop application through Personal and Job Information (JAC) (must be on Edward Jones network).

2. Go to the Personify Health website: join.personifyhealth.com/edwardjones

3. Scan the QR code to download the Personify Health app.

Note:  Spouses/domestic partners will need to set up their own unique Personify Health account.

Earn up to $1,600 off your 2026 medical premiums

Associates enrolled in the Edward Jones medical plan can earn discounts toward medical premiums by completing health and well-being activities directly and through Personify Health. All activities must be completed and reports by December 5, 2025.

For 2026, you can earn up to:

  • $800 for single coverage
  • $1,600 for family coverage

Note:  If you have family coverage and do not cover a spouse/domestic partner, you will automatically receive $800 in medical premium discounts for your oldest enrolled child.

Here’s how you and your enrolled spouse/domestic partner can earn toward your 2026 medical premium discount:

$100: Health Check Assessment

Earn $100 when you complete a 15-minute online questionnaire through your Personify Health account regarding your nutrition, physical activity, and other lifestyle choices that helps you gain insight into your current health status.

Log into Personify Health to start the Health Check Assessment.

$300: Preventive Care Visit

Earn $300 when you complete an in-person preventive care visit with a primary care physician and submit proof by December 5, 2025.

Find an in-network primary care physician.

$400: Lifestyle activities

Earn up to $400 when you complete any of the following activities:

  • $150: Complete the Keeping Up with the Joneses Activity Challenge
  • $75–$300: Complete an entire Journey ($75 per Journey, up to four times per year)
  • $100: Complete Getting to Know Headspace activity

Rewards are available to all associates enrolled in the Edward Jones Medical plan outside Hawaii. If you think you and/or your spouse/domestic partner might be unable to meet the standard for a reward, you have an opportunity to earn the same reward by different means. You may contact Personify Health at 833-880-4209, and they will work with you to find a well-being program with the same reward that is right for you in light of your health status.

Earn up to $80 in Rewards Cash in 2025

When you participate in well-being activities on the Personify Health platform, you can earn points. Those points help you achieve Levels, which earn you Rewards Cash that you can redeem for gift cards, workout gear, and more. You can even donate your reward!

Log into your Personify Health account to view how much Rewards Cash you've earned:

  • On the website, you‘ll see your total points and Rewards Cash at the top of the page. To view your point earnings for specific months, days or activities, select the Home tab, then select Statement.
  • On the Personify Health mobile app, you can see all your point earnings under Rewards.

Important note: Rewards Cash is subject to taxation upon redemption. For details on activities and points values, go to the Personify Health platform > Rewards > How to Earn.

Tobacco users can earn back the full tobacco surcharge

If you want help quitting or cutting back on tobacco, get personalized support and guidance from a coach through the Tobacco Cessation Coaching program, offered by Personify Health.

  • Learn how to set a quit date, spot and outsmart your tobacco triggers, and get results.
  • Your highly trained coach will guide you in setting goals that make sense for your lifestyle.
  • Earn back the full tobacco surcharge applied to your medical plan premium.

Completing the tobacco cessation coaching program is defined by the completion of three coaching calls with a Personify Health Health Coach. To get started, log into your Personify Health account, click the Benefits tab, then choose “View All” and scroll down or search to find "Tobacco Cessation - Phone Coaching."

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