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This entity appears on both sides of lobbying disclosures. The firm tab shows registrant-reported income; the client tab shows client-reported lobbying spend. Contract awards are separate and are not included here.
Lobbying Spend
$20.6M
Filings
124
Firms Hired
6
Active Period
1999–2026
Client-reported lobbying expenses on LDA filings
Lobbying firms retained by this client; amounts are client-reported expenses when available
Government entities explicitly identified as targets in LDA filings
Most frequently reported lobbying issues
Bill numbers found in source-reported LDA specific issue text; broad topic matches are excluded
Generating Retirement Ownership through Long-Term Holding
2026 · third_quarter · Firm: EDWARD D. JONES & CO., L.P.
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; S.4292/H.R. 8274 - Improving Retirement Security for Family Caregivers Act; S.4291/H.R. 8273 - Catching Up Family Caregivers Act; and related advocacy to expand retirement savings opportunities for caregivers.
Client expense: $690,000 · Firm income: —
Matched citations: H.R. 2089
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
2026 · third_quarter · Firm: EDWARD D. JONES & CO., L.P.
Issues related to retirement security and savings matters; issues related to SEC and DOL rulemaking, including standards of conduct and associated regulatory activity; issues related to modernization of the accredits investor definition, e delivery reforms, and the firm's broader support for the Invest Act; issues related to the Edward Jones ILC and banking services matters; issues related to senior investor protection and initiatives aimed at improving financial education; H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025.
Client expense: $690,000 · Firm income: —
Matched citations: H.R. 3383
Helping Young Americans Save for Retirement Act
2026 · third_quarter · Firm: EDWARD D. JONES & CO., L.P.
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; S.4292/H.R. 8274 - Improving Retirement Security for Family Caregivers Act; S.4291/H.R. 8273 - Catching Up Family Caregivers Act; and related advocacy to expand retirement savings opportunities for caregivers.
Client expense: $690,000 · Firm income: —
Matched citations: HR 4718
Auto Reenroll Act of 2025
2026 · third_quarter · Firm: EDWARD D. JONES & CO., L.P.
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; S.4292/H.R. 8274 - Improving Retirement Security for Family Caregivers Act; S.4291/H.R. 8273 - Catching Up Family Caregivers Act; and related advocacy to expand retirement savings opportunities for caregivers.
Client expense: $690,000 · Firm income: —
Matched citations: H.R. 6729
Catching Up Family Caregivers Act of 2026
2026 · third_quarter · Firm: EDWARD D. JONES & CO., L.P.
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; S.4292/H.R. 8274 - Improving Retirement Security for Family Caregivers Act; S.4291/H.R. 8273 - Catching Up Family Caregivers Act; and related advocacy to expand retirement savings opportunities for caregivers.
Client expense: $690,000 · Firm income: —
Matched citations: H.R. 8273
Improving Retirement Security for Family Caregivers Act of 2026
2026 · third_quarter · Firm: EDWARD D. JONES & CO., L.P.
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; S.4292/H.R. 8274 - Improving Retirement Security for Family Caregivers Act; S.4291/H.R. 8273 - Catching Up Family Caregivers Act; and related advocacy to expand retirement savings opportunities for caregivers.
Client expense: $690,000 · Firm income: —
Matched citations: H.R. 8274
Helping Young Americans Save for Retirement Act
2026 · third_quarter · Firm: EDWARD D. JONES & CO., L.P.
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; S.4292/H.R. 8274 - Improving Retirement Security for Family Caregivers Act; S.4291/H.R. 8273 - Catching Up Family Caregivers Act; and related advocacy to expand retirement savings opportunities for caregivers.
Client expense: $690,000 · Firm income: —
Matched citations: S. 1707
Auto Reenroll Act of 2025
2026 · third_quarter · Firm: EDWARD D. JONES & CO., L.P.
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; S.4292/H.R. 8274 - Improving Retirement Security for Family Caregivers Act; S.4291/H.R. 8273 - Catching Up Family Caregivers Act; and related advocacy to expand retirement savings opportunities for caregivers.
Client expense: $690,000 · Firm income: —
Matched citations: S.1831
Generating Retirement Ownership through Long-Term Holding
2026 · third_quarter · Firm: EDWARD D. JONES & CO., L.P.
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; S.4292/H.R. 8274 - Improving Retirement Security for Family Caregivers Act; S.4291/H.R. 8273 - Catching Up Family Caregivers Act; and related advocacy to expand retirement savings opportunities for caregivers.
Client expense: $690,000 · Firm income: —
Matched citations: S.1839
Catching Up Family Caregivers Act of 2026
2026 · third_quarter · Firm: EDWARD D. JONES & CO., L.P.
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; S.4292/H.R. 8274 - Improving Retirement Security for Family Caregivers Act; S.4291/H.R. 8273 - Catching Up Family Caregivers Act; and related advocacy to expand retirement savings opportunities for caregivers.
Client expense: $690,000 · Firm income: —
Matched citations: S.4291
Improving Retirement Security for Family Caregivers Act of 2026
2026 · third_quarter · Firm: EDWARD D. JONES & CO., L.P.
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; S.4292/H.R. 8274 - Improving Retirement Security for Family Caregivers Act; S.4291/H.R. 8273 - Catching Up Family Caregivers Act; and related advocacy to expand retirement savings opportunities for caregivers.
Client expense: $690,000 · Firm income: —
Matched citations: S.4292
Generating Retirement Ownership through Long-Term Holding
2026 · third_quarter · Firm: FIERCE GOVERNMENT RELATIONS
H.R.2089 - Generating Retirement Ownership through Long-Term Holding; Trump Savings Accounts.
Client expense: — · Firm income: $60,000
Matched citations: H.R.2089
Generating Retirement Ownership through Long-Term Holding
2026 · second_quarter · Firm: EDWARD D. JONES & CO., L.P.
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; S.4292/H.R. 8274 - Improving Retirement Security for Family Caregivers Act; S.4291/H.R. 8273 - Catching Up Family Caregivers Act; and related advocacy to expand retirement savings opportunities for caregivers.
Client expense: $1,480,000 · Firm income: —
Matched citations: H.R. 2089
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
2026 · second_quarter · Firm: EDWARD D. JONES & CO., L.P.
Issues related to retirement security and savings matters; issues related to SEC and DOL rulemaking, including standards of conduct and associated regulatory activity; issues related to modernization of the accredits investor definition, e delivery reforms, and the firm's broader support for the Invest Act; issues related to the Edward Jones ILC and banking services matters; issues related to senior investor protection and initiatives aimed at improving financial education; H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025.
Client expense: $1,480,000 · Firm income: —
Matched citations: H.R. 3383
Helping Young Americans Save for Retirement Act
2026 · second_quarter · Firm: EDWARD D. JONES & CO., L.P.
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; S.4292/H.R. 8274 - Improving Retirement Security for Family Caregivers Act; S.4291/H.R. 8273 - Catching Up Family Caregivers Act; and related advocacy to expand retirement savings opportunities for caregivers.
Client expense: $1,480,000 · Firm income: —
Matched citations: HR 4718
Auto Reenroll Act of 2025
2026 · second_quarter · Firm: EDWARD D. JONES & CO., L.P.
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; S.4292/H.R. 8274 - Improving Retirement Security for Family Caregivers Act; S.4291/H.R. 8273 - Catching Up Family Caregivers Act; and related advocacy to expand retirement savings opportunities for caregivers.
Client expense: $1,480,000 · Firm income: —
Matched citations: H.R. 6729
Catching Up Family Caregivers Act of 2026
2026 · second_quarter · Firm: EDWARD D. JONES & CO., L.P.
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; S.4292/H.R. 8274 - Improving Retirement Security for Family Caregivers Act; S.4291/H.R. 8273 - Catching Up Family Caregivers Act; and related advocacy to expand retirement savings opportunities for caregivers.
Client expense: $1,480,000 · Firm income: —
Matched citations: H.R. 8273
Improving Retirement Security for Family Caregivers Act of 2026
2026 · second_quarter · Firm: EDWARD D. JONES & CO., L.P.
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; S.4292/H.R. 8274 - Improving Retirement Security for Family Caregivers Act; S.4291/H.R. 8273 - Catching Up Family Caregivers Act; and related advocacy to expand retirement savings opportunities for caregivers.
Client expense: $1,480,000 · Firm income: —
Matched citations: H.R. 8274
Helping Young Americans Save for Retirement Act
2026 · second_quarter · Firm: EDWARD D. JONES & CO., L.P.
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; S.4292/H.R. 8274 - Improving Retirement Security for Family Caregivers Act; S.4291/H.R. 8273 - Catching Up Family Caregivers Act; and related advocacy to expand retirement savings opportunities for caregivers.
Client expense: $1,480,000 · Firm income: —
Matched citations: S. 1707
Auto Reenroll Act of 2025
2026 · second_quarter · Firm: EDWARD D. JONES & CO., L.P.
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; S.4292/H.R. 8274 - Improving Retirement Security for Family Caregivers Act; S.4291/H.R. 8273 - Catching Up Family Caregivers Act; and related advocacy to expand retirement savings opportunities for caregivers.
Client expense: $1,480,000 · Firm income: —
Matched citations: S.1831
Generating Retirement Ownership through Long-Term Holding
2026 · second_quarter · Firm: EDWARD D. JONES & CO., L.P.
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; S.4292/H.R. 8274 - Improving Retirement Security for Family Caregivers Act; S.4291/H.R. 8273 - Catching Up Family Caregivers Act; and related advocacy to expand retirement savings opportunities for caregivers.
Client expense: $1,480,000 · Firm income: —
Matched citations: S.1839
Catching Up Family Caregivers Act of 2026
2026 · second_quarter · Firm: EDWARD D. JONES & CO., L.P.
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; S.4292/H.R. 8274 - Improving Retirement Security for Family Caregivers Act; S.4291/H.R. 8273 - Catching Up Family Caregivers Act; and related advocacy to expand retirement savings opportunities for caregivers.
Client expense: $1,480,000 · Firm income: —
Matched citations: S.4291
Improving Retirement Security for Family Caregivers Act of 2026
2026 · second_quarter · Firm: EDWARD D. JONES & CO., L.P.
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; S.4292/H.R. 8274 - Improving Retirement Security for Family Caregivers Act; S.4291/H.R. 8273 - Catching Up Family Caregivers Act; and related advocacy to expand retirement savings opportunities for caregivers.
Client expense: $1,480,000 · Firm income: —
Matched citations: S.4292
Generating Retirement Ownership through Long-Term Holding
2026 · second_quarter · Firm: FIERCE GOVERNMENT RELATIONS
H.R.2089 - Generating Retirement Ownership through Long-Term Holding; Trump Savings Accounts.
Client expense: — · Firm income: $50,000
Matched citations: H.R.2089
Catching Up Family Caregivers Act of 2026
2026 · second_quarter · Firm: FIERCE GOVERNMENT RELATIONS
General banking issues; General business issues; Industrial Bank Charter (ILC); P.L.119-21 - One Big Beautiful Bill Act Implementation; Trump Child Savings Accounts; S.4292 - Improving Retirement Security for Family Caregivers Act of 2026; S.4291 - Catching Up Family Caregivers Act of 2026.
Client expense: — · Firm income: $50,000
Matched citations: S.4291
Source: Senate LDA