---
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"
generated_at: "2026-05-23T07:39:04.429662+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Edward Jones leadership shake-up: new COO, expanded CFO role, and retirement

## Summary
- 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.

## SEC filing metadata
- accession: 0000950170-25-058183
- form_type: 8-K
- cik: 0000815917
- company_name: JONES FINANCIAL COMPANIES LLLP
- filed_at: 2025-04-24T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 5.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000950170-25-058183
- JSON: https://secwatch.observer/filing/0000950170-25-058183.json
- Plain text: https://secwatch.observer/filing/0000950170-25-058183.txt

## Key facts
- Executive change
  Andrew Miedler changed role as Chief Financial Officer at JONES FINANCIAL COMPANIES LLLP.
  - Action: expanded responsibilities
  - Role: Chief Financial Officer
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/815917/000095017025058183/0000950170-25-058183-index.htm
- Executive change
  Kristin Johnson was appointed as Chief Operating Officer at JONES FINANCIAL COMPANIES LLLP.
  - Action: appointed
  - Role: Chief Operating Officer
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/815917/000095017025058183/0000950170-25-058183-index.htm
- Executive change
  Francis LaQuinta retired as Head of Digital, Data and Operations at JONES FINANCIAL COMPANIES LLLP.
  - Action: retired
  - Role: Head of Digital, Data and Operations
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/815917/000095017025058183/0000950170-25-058183-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.