Jones Financial posts 2025 net revenue $17.7B, income before allocations $2.09B, up 6% YoY

JONES FINANCIAL COMPANIES LLLP

Net revenue up 11% to $17.7B; fee revenue rose 13% to $14.9B.
Income before allocations grew 6% to $2.09B, surpassing $2B for first time; margin 11.7%.
Client AUC hit $2.5T (up 14%); net new assets $74B flat; financial advisors 20,425 (+300).
Plans up to $1.4B Class B offering in 2027; submitted bank application; launched Ventures with 15 investments.
Issued $39.2M of subordinated partnership interests to general/retiring partners on Jan 8, 2026.

Key facts

Extracted from this filing and checked against the source text.

Equity Issuances SEC 8-K Item 3.02/3.03 confidence 0.9

JONES FINANCIAL COMPANIES LLLP issued securities to current general partners and retiring general partners for aggregate price of $39,169,832.

Purchaser: current general partners and retiring general partners
Consideration: aggregate price of $39,169,832

Exact text from the filing

On January 8, 2026, the Partnership offered subordinated limited partnership interests (the "SLP Interests"), which are fully described in the Partnership's Twenty-Third Amended and Restated Agreement of Registered Limited Liability Limited Partnership, dated November 5, 2025 (which was filed as Exhibit 3.1 to the Partnership’s Current Report on Form 8-K dated November 5, 2025). The Partnership issued the SLP Interests pursuant to Section 4(a)(2) under the Securities Act in a privately negotiated transaction and not pursuant to a public offering or solicitation, to current general partners and retiring general partners of the Partnership for an aggregate price of $39,169,832.

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Source: SEC EDGAR

accession 0001193125-26-011396

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