Jones Financial Companies LLLP

02/09/2026 | Press release | Distributed by Public on 02/09/2026 14:12

Material Event (Form 8-K)

Item 8.01. Other Events.

On February 9, 2026, The Jones Financial Companies, L.L.L.P. (the "Partnership"), the parent company of Edward D. Jones & Co., L.P. (a Missouri limited partnership) and Edward Jones (an Ontario limited partnership), announced that the Partnership currently anticipates it will undertake a registered offering beginning in calendar year 2026 of up to $100 million in limited partnership profits interests (the "2026 Profits Interest Offering"), in accordance with, and subject to the terms and conditions of, the Partnership's Twenty-Third Amended and Restated Agreement of Registered Limited Liability Limited Partnership. The Partnership presently intends to register the limited partnership profits interests to be issued in the 2026 Profits Interest Offering pursuant to a Registration Statement on Form S-8 to be filed with the U.S. Securities and Exchange Commission.

The Partnership currently expects the 2026 Profits Interest Offering would generally be limited to current employees of the Partnership and its subsidiaries based on various objective and subjective criteria. Members of the Partnership's Enterprise Leadership Team will not be permitted to participate in the 2026 Profits Interest Offering.

The specific terms and completion of the 2026 Profits Interest Offering are subject to various factors, including the Partnership's assessment of general economic conditions and the Partnership's overall performance. There can be no assurance that the 2026 Profits Interest Offering will be completed.

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