{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-011396","form_type":"8-K","ticker":null,"cik":"0000815917","company_name":"JONES FINANCIAL COMPANIES LLLP","filed_at":"2026-01-13T23:59:59+00:00","discovered_at":"2026-05-14T18:02:37.765483+00:00","generated_at":"2026-05-16T10:44:46.355845+00:00","sec_items":["2.02","3.02","9.01"],"event_type":"other_material","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Jones Financial posts 2025 net revenue $17.7B, income before allocations $2.09B, up 6% YoY","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-011396","json":"https://secwatch.observer/filing/0001193125-26-011396.json","markdown":"https://secwatch.observer/filing/0001193125-26-011396.md","text":"https://secwatch.observer/filing/0001193125-26-011396.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/815917/000119312526011396/0001193125-26-011396-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/815917/000119312526011396/ck0000815917-20260108.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T10:44:46.355845+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":"289022261b979d2d1d57e2c648b66fcddb606f58","claim":"JONES FINANCIAL COMPANIES LLLP issued securities to current general partners and retiring general partners for aggregate price of $39,169,832.","evidence_excerpt":"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.","evidence_source":"SEC 8-K Item 3.02/3.03","evidence_url":"https://www.sec.gov/Archives/edgar/data/815917/000119312526011396/0001193125-26-011396-index.htm","confidence":0.9,"family_label":"Equity Issuances","details":[{"label":"Purchaser","value":"current general partners and retiring general partners"},{"label":"Consideration","value":"aggregate price of $39,169,832"}],"fact_type":"equity_issuance"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}