0000815917-23-000008.txt : 20230912 0000815917-23-000008.hdr.sgml : 20230912 20230912142156 ACCESSION NUMBER: 0000815917-23-000008 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06c FILED AS OF DATE: 20230912 DATE AS OF CHANGE: 20230912 EFFECTIVENESS DATE: 20230912 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JONES FINANCIAL COMPANIES LLLP CENTRAL INDEX KEY: 0000815917 STANDARD INDUSTRIAL CLASSIFICATION: SECURITY BROKERS, DEALERS & FLOTATION COMPANIES [6211] IRS NUMBER: 431450818 STATE OF INCORPORATION: MO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-491892 FILM NUMBER: 231249671 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 Principal of Branch Development 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 Chief Operating Officer 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 Chief Information Officer 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 Wayne A Roberts 12555 Manchester Road Des Peres MO MISSOURI 63131 Executive Officer Head of New Market Opportunities 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 Other Banking and Financial Services Over $100,000,000 06c false 2023-08-29 false true false 0 6390000 3734000 2656000 false 383 0 0 0 false JONES FINANCIAL COMPANIES LLLP James E. Crowe, III James E. Crowe, III Principal - Regulatory 2023-09-12