JONES FINANCIAL COMPANIES LLLP
Filings
15
Original notices
15
Amendments
0
Activity
Jan 10, 2025
through Oct 29, 2026
through Oct 29, 2026
Offering amounts describe securities offered; amounts sold are issuer-reported as of each filing. Amendments can repeat earlier amounts. We do not add these figures into a capital-raised total. Missing amounts are not zero. Data coverage and methodology · How to interpret the amounts.
Latest available filing snapshot
- Reported offering amount
- $9,000
- Reported amount sold
- $9,000
This is one filing's disclosure, not the issuer's lifetime fundraising or current offering status.
Filings by year
- 20256 filings
- 20269 filings
Submission counts, including amendments; not dollars raised or distinct funding rounds.
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 (15)
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0000815917-26-000009D · Oct 29, 2026 · Other Banking and Financial ServicesOffering: $9,000Sold: $9,000
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0000815917-26-000008D · Sep 2, 2026 · Other Banking and Financial ServicesOffering: $515,000Sold: $515,000
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0000815917-26-000007D · Aug 4, 2026 · Other Banking and Financial ServicesOffering: $2,050,000Sold: $2,050,000
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0000815917-26-000006D · Jul 7, 2026 · Other Banking and Financial ServicesOffering: $1,772,792Sold: $1,772,792
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0000815917-26-000005D · Jun 11, 2026 · Other Banking and Financial ServicesOffering: $725,000Sold: $725,000
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0000815917-26-000004D · May 5, 2026 · Other Banking and Financial ServicesOffering: $680,000Sold: $675,000
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0000815917-26-000003D · Mar 11, 2026 · Other Banking and Financial ServicesOffering: $325,000Sold: $325,000
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0000815917-26-000002D · Jan 13, 2026 · Other Banking and Financial ServicesOffering: $39,169,832Sold: $39,169,832
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0000815917-26-000001D · Jan 8, 2026 · Other Banking and Financial ServicesSold: $0
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0000815917-25-000007D · Sep 25, 2025 · Other Banking and Financial ServicesOffering: $19,411,500Sold: $12,952,500
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0000815917-25-000005D · Jul 9, 2025 · Other Banking and Financial ServicesOffering: $1,469,812Sold: $1,469,812
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0000815917-25-000004D · Apr 9, 2025 · Other Banking and Financial ServicesOffering: $488,332Sold: $488,332
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0000815917-25-000003D · Feb 11, 2025 · Other Banking and Financial ServicesOffering: $325,000Sold: $325,000
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0000815917-25-000002D · Jan 14, 2025 · Other Banking and Financial ServicesOffering: $55,496,059Sold: $55,496,059
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0000815917-25-000001D · Jan 10, 2025 · Other Banking and Financial ServicesSold: $0