• Dobbs & Coffey Accept Limited Partnershi

  • Rachel E. Dobbs, an Edward Jones financial advisor in Neosho, Missouri, accepted an invitation to increase her current limited partnership holdings, while Tricia Coffey, a senior branch office administrator, accepted an invitation to become a limited partner in The Jones Financial Companies, L.L.L.P., the holding company for the St. Louis-based financial services firm.

    "I am honored to be invited to increase my ownership in the firm," said Dobbs. "I value working at a firm with such a strong sense of purpose -- to make a positive difference for our clients, colleagues and community."

    "I couldn't agree more," Coffey said. "I've always enjoyed my job and the Edward Jones culture that promotes personal relationships, teamwork and doing what's right for our clients. So, being an owner in this firm is really exciting."


    Rachel Dobbs joined Edward Jones in 2017 and has served investors in the Neosho area for the past 9 years. She is active in the community and currently volunteers teaching financial literacy along with serving on the Crowder College Board of Trustees..

    Tricia Coffey joined Edward Jones in 2022.

    Edward Jones currently employs 50,000 associates throughout the United States and through its affiliate in Canada. This is the firm's 18th limited partnership offering in its 100-year history.

    The Jones Financial Companies, L.L.L.P. was created in 1987 to enable the firm to expand into new business areas while allowing it to remain a partnership. The Jones Financial Companies, L.L.L.P. owns Edward D. Jones & Companies, L.L.L.P., which operates under the trade name Edward Jones, as well as other affiliates including the Edward Jones Trust Company, Olive Street Investment Advisors, LLC, Edward Jones SBL, LLC, and an international financial services subsidiary in Canada, Edward Jones (an Ontario limited partnership).

    Edward Jones is a leading financial services firm serving clients across North America, with operations in the United States and Canada. It ranked No. 1 for advised investor satisfaction among 23 wealth management firms in the JD Power 2026 U.S. Investor Satisfaction Study*. More than 20,000 financial advisors serve over 9 million clients, with $2.4 trillion in client assets under care as of March 27, 2026. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 55,000 associates and our branch presence in 68% of U.S. counties and all Canadian provinces, Edward Jones is committed to helping improve the financial fulfillment for tens of millions of long-term investors across North America by providing comprehensive, personalized planning and professional advice. The Edward Jones website is edwardjones.com, and its recruiting website is careers.edwardjones.com. Member SIPC. 

    *2026 JD Power U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. 

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