0000815917-25-000005.txt : 20250709 0000815917-25-000005.hdr.sgml : 20250709 20250709113623 ACCESSION NUMBER: 0000815917-25-000005 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: Rule 506(b) provides a "safer harbor" for a private offering FILED AS OF DATE: 20250709 DATE AS OF CHANGE: 20250709 EFFECTIVENESS DATE: 20250709 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 EIN: 431450818 STATE OF INCORPORATION: MO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-551093 FILM NUMBER: 251112684 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 Kristin M Johnson 12555 Manchester Road Des Peres MO MISSOURI 63131 Executive Officer Chief Operating Officer Tina M Hrevus 12555 Manchester Road Des Peres MO MISSOURI 63131 Executive Officer Chief of Staff to the Managing Partner Andrew T Miedler 12555 Manchester Road Des Peres MO MISSOURI 63131 Executive Officer Head of Finance, Digital and Emerging Segments David Barry Chubak 12555 Manchester Road Des Peres MO MISSOURI 63131 Executive Officer Head of Wealth Management and Field Management David Alexander Gunn Sussex Centre, Suite 902 90 Burnhamthorpe Road West Mississauga A6 ONTARIO, CANADA L5B 3C3 Executive Officer Head of U.S. and Canada Business Units 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 Head of Legal, Compliance and Risk Hema Widhani 12555 Manchester Road Des Peres MO MISSOURI 63131 Executive Officer Chief Experience, Brand and Marketing Officer Other Banking and Financial Services Over $100,000,000 06b false 2025-07-01 false true false 0 1469812 1469812 0 false 2 0 0 0 false JONES FINANCIAL COMPANIES LLLP James E. Crowe, III James E. Crowe, III Principal, Deputy General Counsel 2025-07-09