JONES FINANCIAL COMPANIES LLLP

Company Information

Industry Security Brokers, Dealers & Flotation Companies
SIC Code 6211
Entity Type operating
SEC Category Non-accelerated filer
State of Incorporation MO
Business Address 12555 MANCHESTER ROAD, DES PERES, MO, 63131
Mailing Address 12555 MANCHESTER ROAD, DES PERES, MO, 63131
Phone 3145152000
Fiscal Year End 1231
EIN 431450818

Financial Overview

FY2025 FY

$17.90B
Revenue
$30.51B
Total Assets

Recent SEC Filings

Form Type Date Filed Document
10-K Annual financial report March 13, 2026 View on SEC
8-K Current report of material events February 27, 2026 View on SEC
13F-HR Institutional investment holdings February 17, 2026 View on SEC
8-K Current report of material events February 9, 2026 View on SEC
8-K Current report of material events January 13, 2026 View on SEC
8-K Current report of material events January 7, 2026 View on SEC
8-K Current report of material events November 10, 2025 View on SEC
10-Q Quarterly financial report November 7, 2025 View on SEC
8-K Current report of material events November 5, 2025 View on SEC
13F-HR Institutional investment holdings November 4, 2025 View on SEC

Annual Reports

10-K March 13, 2026
  • Robust financial performance with 8% revenue growth to $12.5 billion and 15% net income growth to $2.1 billion.
  • Significant growth in Assets Under Care (AUC) by 10% to $1.9 trillion, indicating strong client trust and asset retention.
View Analysis

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Important Disclaimer

This AI-generated analysis is for informational purposes only and does not constitute financial or investment advice. Always consult with qualified professionals and conduct your own research before making investment decisions.