# EDGAR Filing Document

**Accession Number:** 0000053855
**File Stem:** 0000053855-26-000002
**Filing Date:** 2026-3
**Character Count:** 2773
**Document Hash:** ce3c226aad9e4ab86518f47625eb5707
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000053855-26-000002.hdr.sgml**: 20260327

**ACCESSION NUMBER**: 0000053855-26-000002

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260327

**DATE AS OF CHANGE**: 20260327

**EFFECTIVENESS DATE**: 20260327

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** JONESTRADING INSTITUTIONAL SERVICES LLC
- **CENTRAL INDEX KEY:** 0000053855

**ORGANIZATION NAME:**
- **EIN:** 510484896
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-26089
- **FILM NUMBER:** 26807359

**BUSINESS ADDRESS:**
- **STREET 1:** 555 SAINT CHARLES DRIVE
- **STREET 2:** SUITE #200
- **CITY:** THOUSAND OAKS
- **STATE:** CA
- **ZIP:** 91360
- **BUSINESS PHONE:** 818-865-1424

**MAIL ADDRESS:**
- **STREET 1:** 555 SAINT CHARLES DRIVE
- **CITY:** THOUSAND OAKS
- **STATE:** CA
- **ZIP:** 91360

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** JONES & ASSOCIATES, INC.
- **DATE OF NAME CHANGE:** 20040113

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** JONESTRADING INSTITUTIONAL SERVICES LLC
- **DATE OF NAME CHANGE:** 20040105

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** JONES & ASSOCIATES, INC.
- **DATE OF NAME CHANGE:** 20020725

### Attached PDF Documents

**Attachment 1:** `jones25afsPUBLIC2.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0000053855

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** Yes

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** JONESTRADING INSTITUTIONAL SERVICES LLC

**Business Address:** 555 SAINT CHARLES DRIVE, SUITE 200, THOUSAND OAKS, CA, 91360

**Contact Person:** Jeff Wong

**Contact Phone:** 8185751017

### Independent Public Accountant Identification

**Accountant Name:** Ernst Wintter & Associates LLP

**Accountant Address:** 675 Ygnacio Valley Road, Suite A200, Walnut Creek, CA, 94956

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Jeff Wong**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **JONESTRADING INSTITUTIONAL SERVICES LLC**, as of **03-26-2026**, are true and correct.

**Signature:** Jeffrey Wong

**Title:** CFO