{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-25-058183","form_type":"8-K","ticker":null,"cik":"0000815917","company_name":"JONES FINANCIAL COMPANIES LLLP","filed_at":"2025-04-24T23:59:59+00:00","discovered_at":"2026-05-14T18:02:51.382038+00:00","generated_at":"2026-05-23T07:39:04.429662+00:00","sec_items":["5.02","7.01","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"confidence":"high","headline":"Edward Jones leadership shake-up: new COO, expanded CFO role, and retirement","bullets":["Kristin Johnson appointed COO effective June 1, 2025; previously Chief Transformation Officer.","CFO Andrew Miedler adds digital and data responsibilities effective June 1, 2025.","Frank LaQuinta, Head of Digital, Data and Operations, to retire Dec 31, 2025; off leadership team June 1.","David Chubak named Head of Wealth Management & Field Management; Lena Haas to retire end 2025.","Firm applied to FDIC for Edward Jones Bank and launched Generations offering for high net worth clients."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-25-058183","json":"https://secwatch.observer/filing/0000950170-25-058183.json","markdown":"https://secwatch.observer/filing/0000950170-25-058183.md","text":"https://secwatch.observer/filing/0000950170-25-058183.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/815917/000095017025058183/0000950170-25-058183-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/815917/000095017025058183/ck0000815917-20250424.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-23T07:39:04.429662+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"20c94ba0df","claim":"Andrew Miedler changed role as Chief Financial Officer at JONES FINANCIAL COMPANIES LLLP.","evidence_excerpt":"Further, on April 24, 2025, the Partnership announced the expansion of responsibilities for Andrew Miedler, the Partnership’s Chief Financial Officer. Effective as of June 1, 2025, Mr. Miedler will assume responsibility for digital and data and will continue in his role as the Partnership’s principal financial officer.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/815917/000095017025058183/0000950170-25-058183-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"expanded responsibilities"},{"label":"Role","value":"Chief Financial Officer"}],"fact_type":"executive_change"},{"claim_id":"34a533cccb","claim":"Kristin Johnson was appointed as Chief Operating Officer at JONES FINANCIAL COMPANIES LLLP.","evidence_excerpt":"On April 24, 2025, The Jones Financial Companies, L.L.L.P. (the “Partnership”) announced certain changes among its senior leadership, including the appointment of Kristin Johnson, who currently serves as the Partnership's Chief Transformation Officer, to the newly created role of Chief Operating Officer, effective June 1, 2025.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/815917/000095017025058183/0000950170-25-058183-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Operating Officer"}],"fact_type":"executive_change"},{"claim_id":"7a27504b68","claim":"Francis LaQuinta retired as Head of Digital, Data and Operations at JONES FINANCIAL COMPANIES LLLP.","evidence_excerpt":"Additionally, on April 24, 2025, Francis LaQuinta, Head of Digital, Data and Operations, general partner of the Partnership and member of the Partnership’s Enterprise Leadership Team (and a named executive officer for the fiscal year ended December 31, 2024), announced his decision to retire as of December 31, 2025.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/815917/000095017025058183/0000950170-25-058183-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"retired"},{"label":"Role","value":"Head of Digital, Data and Operations"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}