Edward Jones Adds J.P. Morgan, T. Rowe to 263,000-Plan Retirement Business
Updated
Updated · The 401(k) Specialist · Jun 15
Edward Jones Adds J.P. Morgan, T. Rowe to 263,000-Plan Retirement Business
3 articles · Updated · The 401(k) Specialist · Jun 15
Summary
Edward Jones expanded its workplace retirement lineup by adding J.P. Morgan Asset Management now and T. Rowe Price later in 2026, widening options for business owners and employees.
J.P. Morgan’s June rollout brings Everyday 401(k) recordkeeping for startups and small businesses, while T. Rowe Price will add an integrated recordkeeping platform that serves plans of all sizes.
The firm also broadened existing offerings, including Transamerica’s Advisor Series for plans above $10 million, wider access to Manulife John Hancock’s FutureStep, and Capital Group’s SIMPLE IRA Plus in 2027.
Edward Jones paired the product push with more advisor support and tech investments, including Brillian, as its U.S. advisors already oversee 263,000 workplace retirement plans with $106.9 billion in assets.