JONES FINANCIAL COMPANIES LLLP
Filings
10
Total offered
$117.4M
Total sold
$110.9M
Activity
2025-01-10
through 2026-05-05
through 2026-05-05
Filings by year
2025
5
2026
3
Contact info
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Likely investment adviser (not guaranteed)
Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.
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HEACOCK & JONES FINANCIAL SERVICES, INC.
medium CRD 801-58064
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VM JONES FINANCIAL CONSULTING, L.L.C.
medium CRD 801-54885
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LEE FINANCIAL COMPANY, LLC
medium CRD 801-10722
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COMPASS FINANCIAL GROUP, INC
medium CRD 801-76392
Form D filings (10)
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0000815917-26-000004D · 2026-05-05 · Other Banking and Financial ServicesOffering: $680,000Sold: $675,000
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0000815917-26-000003D · 2026-03-11 · Other Banking and Financial ServicesOffering: $325,000Sold: $325,000
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0000815917-26-000002D · 2026-01-13 · Other Banking and Financial ServicesOffering: $39,169,832Sold: $39,169,832
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0000815917-26-000001D · 2026-01-08 · Other Banking and Financial Services
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0000815917-25-000007D · 2025-09-25 · Other Banking and Financial ServicesOffering: $19,411,500Sold: $12,952,500
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0000815917-25-000005D · 2025-07-09 · Other Banking and Financial ServicesOffering: $1,469,812Sold: $1,469,812
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0000815917-25-000004D · 2025-04-09 · Other Banking and Financial ServicesOffering: $488,332Sold: $488,332
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0000815917-25-000003D · 2025-02-11 · Other Banking and Financial ServicesOffering: $325,000Sold: $325,000
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0000815917-25-000002D · 2025-01-14 · Other Banking and Financial ServicesOffering: $55,496,059Sold: $55,496,059
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0000815917-25-000001D · 2025-01-10 · Other Banking and Financial Services