JONES FINANCIAL COMPANIES LLLP 8-K

What Happened
Jones Financial Companies LLLP filed an 8-K (filed Jan 13, 2026) disclosing certain results of operations for calendar year 2025 and recent business developments (full details attached as Exhibit 99.1). Separately, on January 8, 2026, the Partnership privately issued subordinated limited partnership interests ("SLP Interests") to current and retiring general partners for an aggregate purchase price of $39,169,832. The SLP Interests are described in the Partnership’s Twenty-Third Amended and Restated Agreement of Registered Limited Liability Limited Partnership dated November 5, 2025 (previously filed as Exhibit 3.1).

Key Details

• 8-K filed Jan 13, 2026 discloses certain calendar year 2025 operating results and recent business developments; full text provided as Exhibit 99.1 (disclosed Jan 8, 2026).
• On Jan 8, 2026 the Partnership issued SLP Interests in a privately negotiated transaction (not a public offering) under Section 4(a)(2) of the Securities Act.
• Aggregate proceeds from the SLP Interests issuance: $39,169,832.
• The SLP Interests issuance was made to current general partners and retiring general partners and is governed by the Partnership’s Nov 5, 2025 Amended and Restated Agreement.

Why It Matters
This filing provides the Partnership’s headline results for calendar year 2025 and documents a material private capital transaction. Retail investors and partners should review Exhibit 99.1 for the specific earnings/revenue and operational metrics for 2025 and assess any implications for partner capital, distributions or the firm’s financial condition. The SLP issuance was a private, non‑registered sale to insiders (general partners), not a public offering, and raised about $39.17 million in partnership capital.