JONES FINANCIAL COMPANIES LLLP

Filings by year

Likely investment adviser (not guaranteed)

Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.

• HEACOCK & JONES FINANCIAL SERVICES, INC.
  medium CRD 801-58064
• VM JONES FINANCIAL CONSULTING, L.L.C.
  medium CRD 801-54885
• LEE FINANCIAL COMPANY, LLC
  medium CRD 801-10722
• COMPASS FINANCIAL GROUP, INC
  medium CRD 801-76392

Form D filings (13)

• 0000815917-26-000007

  D · Aug 4, 2026 · Other Banking and Financial Services

  Offering: $2,050,000

  Sold: $2,050,000
• 0000815917-26-000006

  D · Jul 7, 2026 · Other Banking and Financial Services

  Offering: $1,772,792

  Sold: $1,772,792
• 0000815917-26-000005

  D · Jun 11, 2026 · Other Banking and Financial Services

  Offering: $725,000

  Sold: $725,000
• 0000815917-26-000004

  D · May 5, 2026 · Other Banking and Financial Services

  Offering: $680,000

  Sold: $675,000
• 0000815917-26-000003

  D · Mar 11, 2026 · Other Banking and Financial Services

  Offering: $325,000

  Sold: $325,000
• 0000815917-26-000002

  D · Jan 13, 2026 · Other Banking and Financial Services

  Offering: $39,169,832

  Sold: $39,169,832
• 0000815917-26-000001

  D · Jan 8, 2026 · Other Banking and Financial Services
• 0000815917-25-000007

  D · Sep 25, 2025 · Other Banking and Financial Services

  Offering: $19,411,500

  Sold: $12,952,500
• 0000815917-25-000005

  D · Jul 9, 2025 · Other Banking and Financial Services

  Offering: $1,469,812

  Sold: $1,469,812
• 0000815917-25-000004

  D · Apr 9, 2025 · Other Banking and Financial Services

  Offering: $488,332

  Sold: $488,332
• 0000815917-25-000003

  D · Feb 11, 2025 · Other Banking and Financial Services

  Offering: $325,000

  Sold: $325,000
• 0000815917-25-000002

  D · Jan 14, 2025 · Other Banking and Financial Services

  Offering: $55,496,059

  Sold: $55,496,059
• 0000815917-25-000001

  D · Jan 10, 2025 · Other Banking and Financial Services