35
JONES FINANCIAL COMPANIES LLLP raises $515K under Reg D
Company raise · Closed · Offering $515K · Sold $515K · DES PERES, MO · filed 2026-09-02
55
JONES FINANCIAL COMPANIES LLLP raises $55.5M under Reg D
Company raise · Closed · DES PERES, MO · Form D filed 2025-01-14
$50M+ raise
Why now — by persona
Relevant to: Executive & technical recruiting, B2B software & services sales, Commercial banking / treasury, D&O and management-liability insurance, Outsourced accounting / CFO. Lead card pending.
People on the filing
| Andrew T Miedler | Chief Financial Officer |
| Lisa M Dolan | Head of Branch Operations and Shared Services |
| Francis T LaQuinta | Head of Digital, Data and Operations |
| Timothy A Rea | Chief Experience, Brand and Marketing Officer |
| Tina M Hrevus | Chief of Staff to the Managing Partner |
| David Barry Chubak | Head of U.S. Business Unit |
| Keir Devon Gumbs | Chief Legal Officer |
| Suzan Leigh McDaniel | Chief Human Resources Officer |
| Lena Alexander Haas | Head of Wealth Management Advice and Solutions |
| Kristin M Johnson | Chief Transformation Officer |
| Kenneth R Cella, Jr. | Head of External Affairs and Community Engagement |
| Penny Pennington | Managing Partner |
| David Alexander Gunn | President of Edward Jones (an Ontario Limited Partnership) |
| Hasan Alexander Malik | Chief Strategy Officer |
Signed by James E. Crowe, III, Principal, Senior Associate General Counsel.
Filing contact
The issuer's phone number and address from the filing are shown to subscribers. See plans, or read it on EDGAR.
Other filings by this issuer
40
JONES FINANCIAL COMPANIES LLLP raises $2M under Reg D
Company raise · Closed · Offering $2M · Sold $2M · DES PERES, MO · filed 2026-08-04
35
JONES FINANCIAL COMPANIES LLLP raises $1.8M under Reg D
Company raise · Closed · Offering $1.8M · Sold $1.8M · DES PERES, MO · filed 2026-07-07
35
JONES FINANCIAL COMPANIES LLLP raises $725K under Reg D
Company raise · Closed · Offering $725K · Sold $725K · DES PERES, MO · filed 2026-06-11
35
JONES FINANCIAL COMPANIES LLLP raises $675K under Reg D
Company raise · Raising · Offering $680K · Sold $675K · DES PERES, MO · filed 2026-05-05
25
JONES FINANCIAL COMPANIES LLLP raises $325K under Reg D
Company raise · Closed · Offering $325K · Sold $325K · DES PERES, MO · filed 2026-03-11
47
JONES FINANCIAL COMPANIES LLLP raises $39.2M under Reg D
Company raise · Closed · Offering $39.2M · Sold $39.2M · DES PERES, MO · filed 2026-01-13
35
JONES FINANCIAL COMPANIES LLLP raises an open-ended under Reg D
Company raise · Pre-first close · Offering Indefinite · DES PERES, MO · filed 2026-01-08