Edward D. Jones Co. L.P. announced Monday that it will provide full-service recordkeeping solutions for startups and small businesses through J.P. Morgan Asset Management’s Everyday 401(k) plan.
J.P. Morgan has worked with the financial firm since 2013 as a product partner.
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T. Rowe Price Group Inc. products will also roll out to Edward Jones financial advisers in late 2026, according to the announcement.
Edward Jones also expanded offerings with other long-standing product partners. Manulife John Hancock Retirement’s FutureStep plan will be available to all Edward Jones clients. Transamerica Corp.’s Advisor Series, targeted to plans worth more than $10 million, will expand financial adviser platform capabilities.
Capital Group Companies Inc.’s SIMPLE IRA Plus, a digital retirement offering designed for small businesses and startups, will be available to Edward Jones clients in 2027. Empower’s Pre-Packaged Retirement Plan was launched with Edward Jones in April, adding to a suite of pre-packaged products offered through Capital Group, Manulife John Hancock and Transamerica.
Edward Jones currently works with providers such as Automatic Data Processing Inc., Capital Group, Empower Retirement LLC, Manulife John Hancock Retirement, Paychex Inc., Principal Financial Group, Transamerica, Nationwide Mutual Insurance Co. and Voya Financial Inc.
Edward Jones had more than 20,000 financial advisers serving more than 9 million clients with $2.4 trillion in assets as of March 27.
