Form D · Other Banking and Financial Services

JONES FINANCIAL COMPANIES LLLP

Des Peres, MO · CIK 0000815917

Offering snapshot reported Sep 2, 2026 · SEC filing

Reported sold
$515K
Offering amount: $515K
Investors reported
103
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Aug 18, 2026
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 2, 2026Initial$515,000No comparison103SEC filing
Aug 4, 2026Initial$2,050,000No comparison1SEC filing
Jul 7, 2026Initial$1,772,792No comparison1SEC filing
Jun 11, 2026Initial$725,000No comparison2SEC filing
May 5, 2026Initial$675,000No comparison135SEC filing
Mar 11, 2026Initial$325,000No comparison1SEC filing
Jan 13, 2026Initial$39,169,832No comparison68SEC filing
Jan 8, 2026Initial$0No comparison4,721SEC filing
Sep 25, 2025Initial$12,952,500No comparison1,084SEC filing
Jul 9, 2025Initial$1,469,812No comparison2SEC filing
Apr 9, 2025Initial$488,332No comparison2SEC filing
Feb 11, 2025Initial$325,000No comparison1SEC filing
Jan 14, 2025Initial$55,496,059No comparison79SEC filing
Jan 10, 2025Initial$0No comparison2,596SEC filing
Oct 10, 2024Initial$3,494,994No comparison2SEC filing
Sep 20, 2024Initial$9,769,000No comparison904SEC filing
Jul 10, 2024Initial$276,664No comparison1SEC filing
Apr 11, 2024Initial$550,000No comparison2SEC filing
Jan 11, 2024Initial$63,837,710No comparison95SEC filing
Jan 10, 2024Initial$0No comparison2,275SEC filing
Sep 12, 2023Initial$3,734,000No comparison383SEC filing
Aug 9, 2023Initial$2,750,000No comparison2SEC filing
Jul 13, 2023Initial$526,662No comparison1SEC filing
May 11, 2023Initial$116,600No comparison1SEC filing
Apr 13, 2023Initial$1,400,000No comparison1SEC filing
Mar 13, 2023Initial$5,250,000No comparison1SEC filing
Feb 14, 2023Initial$195,516No comparison1SEC filing
Jan 13, 2023Initial$59,370,238No comparison94SEC filing
Jul 13, 2022Initial$5,962,683No comparison12SEC filing
Jan 13, 2022Initial$52,326,319No comparison78SEC filing
Jul 13, 2021Initial$1,081,115No comparisonNot reportedSEC filing
Jun 11, 2021Initial$450,000No comparison1SEC filing
Jan 13, 2021Initial$59,900,575No comparison91SEC filing
Jan 14, 2020Initial$49,229,647No comparison84SEC filing
Sep 13, 2019Initial$368,670No comparison1SEC filing
Jul 16, 2019Initial$2,000,000No comparison1SEC filing
Dec 19, 2018InitialYet to sellNo comparison0SEC filing
Sep 14, 2018Initial$1,400,000No comparison1SEC filing
Aug 29, 2018InitialYet to sellNo comparison0SEC filing
Dec 8, 2017InitialYet to sellNo comparison0SEC filing
May 18, 2017InitialYet to sellNo comparison0SEC filing
Dec 8, 2016InitialYet to sellNo comparison0SEC filing
Aug 9, 2016InitialYet to sellNo comparison0SEC filing
Apr 19, 2016InitialYet to sellNo comparison0SEC filing
Dec 8, 2015InitialYet to sellNo comparison0SEC filing
Sep 29, 2015InitialYet to sellNo comparison0SEC filing
May 27, 2015InitialYet to sellNo comparison0SEC filing
Dec 10, 2014InitialYet to sellNo comparison0SEC filing
Sep 30, 2014InitialYet to sellNo comparison0SEC filing
Jun 13, 2014InitialYet to sellNo comparison0SEC filing
Dec 16, 2013InitialYet to sellNo comparison0SEC filing
Oct 25, 2013InitialYet to sellNo comparison0SEC filing
May 20, 2013InitialYet to sellNo comparison0SEC filing
Mar 12, 2013Initial$100,000No comparison1SEC filing
Dec 13, 2012InitialYet to sellNo comparison0SEC filing
Oct 17, 2012InitialYet to sellNo comparison0SEC filing
Jun 12, 2012InitialYet to sellNo comparison0SEC filing
Apr 13, 2012InitialYet to sellNo comparison0SEC filing
Jan 13, 2012Initial$34,958,987No comparison57SEC filing
Dec 22, 2011Amendment$1,019,666$0vs Dec 20, 20112SEC filing
Dec 20, 2011Initial$1,019,666No comparison2SEC filing
Aug 17, 2011Initial$200,000No comparison1SEC filing
Jul 15, 2011Initial$6,478,769No comparison3SEC filing
Jan 14, 2011Initial$28,133,961No comparison32SEC filing
Dec 3, 2010Initial$300,000No comparison1SEC filing
Aug 24, 2010Initial$2,875,000No comparison2SEC filing
Jul 15, 2010Initial$9,911,360No comparison3SEC filing
Jan 15, 2010Initial$26,462,795No comparison52SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-596211

Source: Form D, filed Sep 2, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Kevin D Bastien Executive
Brett A Campbell Executive
Kenneth R Cella, Jr. Executive
David Barry Chubak Executive
Thomas P Curran Executive
Lisa M Dolan Executive
Norman L Eaker Executive
Vincent J Ferrari Executive
Keir Devon Gumbs Executive
David Alexander Gunn Executive
Lena Haas Executive
Tina M Hrevus Executive
Kristin M Johnson Executive
Timothy J Kirley Executive
Francis T La Quinta Executive
Christopher N Lewis Executive
Hasan Malik Executive
Suzan Leigh Mc Daniel Executive
Andrew T Miedler Executive
Penny Pennington Executive
Penelope Pennington Executive
Timothy A Rea Executive
Gary D Reamey Executive
Wayne A Roberts Executive
Daniel J Timm Executive
James A Tricarico, Jr. Executive
James D Weddle Executive
Hema Widhani Executive

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
12555 Manchester Road
Des Peres, MO, 63131
Phone: 3145152000