Edward Jones - General Information

Edward Jones, is a financial services firm headquartered in St. Louis, Missouri.

Edward Jones serves investment clients in the U.S. and Canada, through its branch network of more than 15,000 locations and 19,000 financial advisors. The company currently has relationships with nearly 8 million clients and $1.8 trillion in assets under management worldwide. The firm focuses solely on individual investors and business owners.

Zendesk Org Tag: Edward Jones

Landing Page: https://www.vida.com/edwardjones/

Programs & Devices Offered

🚨 Recent Program Updates (Effective 3/1/2026)

• Program : Tier 2 with Prescribing

• Exclusions: This program does NOT include GLP-1 coverage or Anti-Obesity Medication (AOM) outreach.

  Eligibility & Routing

• Non-Standard Eligibility: Eligibility is uniquely determined based on whether the member is "Medically Enrolled" or "Non-Medically Enrolled."

• Fallback Program: Members who do not meet the criteria for the primary program will be automatically routed to the Resilience program as a fallback.

• For full details on programs offered, please review This Vidapedia Card

• For full details on devices offered, please review Device Eligibility Google Doc

   

  2026 Well-being Incentive Program

Edward Jones members have the opportunity to earn medical plan premium discounts for the 2027 calendar/plan year by completing specific well-being activities during 2026.

• Vida’s Role in the Incentive Completion of 6 Vida consults is listed as one of the optional activities members can choose to fulfill their incentive requirements.

• Qualifying Period: January 1, 2026 – December 4, 2026

• Requirement: Complete 6 consults within the timeframe.

• Support Boundaries & Redirects Please note that Vida agents can only confirm the requirement regarding the 6 consults. For all other inquiries, please direct the member to Personify Health.

• Refer members to Personify for:

• Checking their progress or status.

• Confirming activity values/points.

• Redirect Instruction: For questions regarding progress tracking, specific activity values, or other ways to earn the incentive, please route the member to the Personify Health platform:

• "For details regarding your incentive progress, activity values, or other optional activities, please contact Personify Health directly at 833-880-4209 or visit join.personifyhealth.com/edwardjones. You can also view full details on the Official Edward Jones Benefit Portal."

   

• Additional Resources:

• Official Edward Jones Benefit Portal (Contains full program details)

Population Details

• 78,095
  • Employees: 52,895
  • Spouses+Dependents 18+: 25,200

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Additional Info

• What segment is this org in?
  • Employer
• Are there any Fees at risk (FAR) org?
  • Yes FAR (
• When did we launch with this org?
  • 6/1/2025
• How is the service being paid for?
  • Vida is available at no cost to employees, Spouses + Dep (18+)
• How do members enroll?
  • Eligibility file
• Where should non-eligible members be directed?
  • HRHELP@edwardjones.com
  • 800-440-3060
• Who is eligible?

• Is the org on the eligibility file?
  • Yes
• How often will terminations take place?
  • Monthly
• Do we offer Phone and/or Email support?
  • Phone + email
• Is VSC outreach involved?
  • NO