35
JONES FINANCIAL COMPANIES LLLP raises $515K under Reg D
Company raise · Closed · Offering $515K · Sold $515K · DES PERES, MO · filed 2026-09-02
47
JONES FINANCIAL COMPANIES LLLP raises $13M under Reg D
Company raise · Raising · DES PERES, MO · Form D filed 2025-09-25
$10M+ 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
| Kenneth R Cella, Jr. | Head of External Affairs |
| Suzan Leigh McDaniel | Chief Human Resources Officer |
| Hasan Alexander Malik | Chief Strategy Officer |
| Keir Devon Gumbs | Head of Legal, Compliance and Risk |
| Kristin M Johnson | Chief Operating Officer |
| David Alexander Gunn | Head of U.S. and Canada Business Units |
| David Barry Chubak | Head of Wealth Management and Field Management |
| Andrew T Miedler | Head of Finance, Digital and Emerging Segments |
| Hema Devon Widhani | Chief Experience, Brand and Marketing Officer |
| Penny Pennington | Managing Partner |
| Tina M Hrevus | Chief of Staff to the Managing Partner |
Signed by James E. Crowe, III, Principal, Deputy 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