0000815917-25-000001.txt : 20250110 0000815917-25-000001.hdr.sgml : 20250110 20250110093600 ACCESSION NUMBER: 0000815917-25-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06c FILED AS OF DATE: 20250110 DATE AS OF CHANGE: 20250110 EFFECTIVENESS DATE: 20250110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JONES FINANCIAL COMPANIES LLLP CENTRAL INDEX KEY: 0000815917 STANDARD INDUSTRIAL CLASSIFICATION: SECURITY BROKERS, DEALERS & FLOTATION COMPANIES [6211] ORGANIZATION NAME: 02 Finance IRS NUMBER: 431450818 STATE OF INCORPORATION: MO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-534673 FILM NUMBER: 25520867 BUSINESS ADDRESS: STREET 1: 12555 MANCHESTER ROAD CITY: DES PERES STATE: MO ZIP: 63131 BUSINESS PHONE: 3145152000 MAIL ADDRESS: STREET 1: 12555 MANCHESTER ROAD CITY: DES PERES STATE: MO ZIP: 63131 FORMER COMPANY: FORMER CONFORMED NAME: JONES FINANCIAL COMPANIES LP LLP DATE OF NAME CHANGE: 19980514 FORMER COMPANY: FORMER CONFORMED NAME: JONES FINANCIAL COMPANIES L P DATE OF NAME CHANGE: 19920703 D 1 primary_doc.xml X0708 D LIVE 0000815917 JONES FINANCIAL COMPANIES LLLP 12555 MANCHESTER ROAD DES PERES MO MISSOURI 63131 3145152000 MISSOURI JONES FINANCIAL COMPANIES LP LLP JONES FINANCIAL COMPANIES L P Other Limited Liability Limited Partnership true Penny Pennington 12555 Manchester Road Des Peres MO MISSOURI 63131 Executive Officer Managing Partner Kenneth R Cella, Jr. 12555 Manchester Road Des Peres MO MISSOURI 63131 Executive Officer Head of External Affairs and Community Engagement Kristin M Johnson 12555 Manchester Road Des Peres MO MISSOURI 63131 Executive Officer Chief Transformation Officer Lisa M Dolan 12555 Manchester Road Des Peres MO MISSOURI 63131 Executive Officer Head of Branch Operations and Shared Services Tina M Hrevus 12555 Manchester Road Des Peres MO MISSOURI 63131 Executive Officer Chief of Staff to the Managing Partner Francis T LaQuinta 12555 Manchester Road Des Peres MO MISSOURI 63131 Executive Officer Head of Digital, Data and Operations Andrew T Miedler 12555 Manchester Road Des Peres MO MISSOURI 63131 Executive Officer Chief Financial Officer Timothy A Rea 12555 Manchester Road Des Peres MO MISSOURI 63131 Executive Officer Chief Experience, Brand and Marketing Officer David Barry Chubak 12555 Manchester Road Des Peres MO MISSOURI 63131 Executive Officer Head of U.S. Business Unit David Alexander Gunn Sussex Centre, Suite 902 90 Burnhamthorpe Road West Mississauga A6 ONTARIO, CANADA L5B 3C3 Executive Officer President of Edward Jones (an Ontario Limited Partnership) Lena Haas 12555 Manchester Road Des Peres MO MISSOURI 63131 Executive Officer Head of Wealth Management Advice and Solutions Hasan Malik 12555 Manchester Road Des Peres MO MISSOURI 63131 Executive Officer Chief Strategy Officer Suzan Leigh McDaniel 12555 Manchester Road Des Peres MO MISSOURI 63131 Executive Officer Chief Human Resources Officer Keir Devon Gumbs 12555 Manchester Road Des Peres MO MISSOURI 63131 Executive Officer Chief Legal Officer Other Banking and Financial Services Over $100,000,000 06c false 2025-01-01 false true false 0 Indefinite 0 Indefinite Profits interests are offered for no cash consideration to recognize and retain the firm?s financial advisors and certain associates who meet performance, tenure or other eligibility criteria, and to attract experienced financial advisors to the firm. false 2596 0 0 0 false JONES FINANCIAL COMPANIES LLLP James E. Crowe, III James E. Crowe, III Principal, Senior Associate General Counsel 2025-01-10