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Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Generating Retirement Ownership through Long-Term Holding
Client: EDWARD D. JONES & CO., L.P. · 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.
Generating Retirement Ownership through Long-Term Holding
Client: EDWARD D. JONES & CO., L.P. · Firm: EDWARD D. JONES & CO., L.P.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
EDWARD D. JONES & CO., L.P. via EDWARD D. JONES & CO., L.P.
2026 · third_quarter · Q3
Partnership tax issues; issues related to financial transaction, capital gains, and dividend incomes taxes; issues related to Section 199A, R&D incentives, SALT, and other reconciliation related tax provisions.
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.
Source: Senate LDA
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.
Generating Retirement Ownership through Long-Term Holding
Client: EDWARD D. JONES & CO., L.P. · 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, and creating additional opportunities for caregivers for retirement; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; advocacy work in support of legislation to expand savings opportunities for caregivers.
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: EDWARD D. JONES & CO., L.P. · 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.
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: EDWARD D. JONES & CO., L.P. · 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.
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: EDWARD D. JONES & CO., L.P. · 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 application 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.
Helping Young Americans Save for Retirement Act
Client: EDWARD D. JONES & CO., L.P. · 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.
Helping Young Americans Save for Retirement Act
Client: EDWARD D. JONES & CO., L.P. · 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, and creating additional opportunities for caregivers for retirement; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; advocacy work in support of legislation to expand savings opportunities for caregivers.
Helping Young Americans Save for Retirement Act
Client: EDWARD D. JONES & CO., L.P. · 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.
Auto Reenroll Act of 2025
Client: EDWARD D. JONES & CO., L.P. · 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.
Auto Reenroll Act of 2025
Client: EDWARD D. JONES & CO., L.P. · 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, and creating additional opportunities for caregivers for retirement; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; advocacy work in support of legislation to expand savings opportunities for caregivers.
Auto Reenroll Act of 2025
Client: EDWARD D. JONES & CO., L.P. · 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.
Catching Up Family Caregivers Act of 2026
Client: EDWARD D. JONES & CO., L.P. · 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.
Catching Up Family Caregivers Act of 2026
Client: EDWARD D. JONES & CO., L.P. · 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.
Improving Retirement Security for Family Caregivers Act of 2026
Client: EDWARD D. JONES & CO., L.P. · 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.
Improving Retirement Security for Family Caregivers Act of 2026
Client: EDWARD D. JONES & CO., L.P. · 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.
Helping Young Americans Save for Retirement Act
Client: EDWARD D. JONES & CO., L.P. · 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, and creating additional opportunities for caregivers for retirement; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; advocacy work in support of legislation to expand savings opportunities for caregivers.
Helping Young Americans Save for Retirement Act
Client: EDWARD D. JONES & CO., L.P. · 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.
Helping Young Americans Save for Retirement Act
Client: EDWARD D. JONES & CO., L.P. · 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.
Auto Reenroll Act of 2025
Client: EDWARD D. JONES & CO., L.P. · 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, and creating additional opportunities for caregivers for retirement; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; advocacy work in support of legislation to expand savings opportunities for caregivers.
Auto Reenroll Act of 2025
Client: EDWARD D. JONES & CO., L.P. · 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.
Auto Reenroll Act of 2025
Client: EDWARD D. JONES & CO., L.P. · 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.
Generating Retirement Ownership through Long-Term Holding
Client: EDWARD D. JONES & CO., L.P. · 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.
Generating Retirement Ownership through Long-Term Holding
Client: EDWARD D. JONES & CO., L.P. · 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, and creating additional opportunities for caregivers for retirement; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; advocacy work in support of legislation to expand savings opportunities for caregivers.
Generating Retirement Ownership through Long-Term Holding
Client: EDWARD D. JONES & CO., L.P. · 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.
Catching Up Family Caregivers Act of 2026
Client: EDWARD D. JONES & CO., L.P. · 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.
Catching Up Family Caregivers Act of 2026
Client: EDWARD D. JONES & CO., L.P. · 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.
Improving Retirement Security for Family Caregivers Act of 2026
Client: EDWARD D. JONES & CO., L.P. · 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.
Improving Retirement Security for Family Caregivers Act of 2026
Client: EDWARD D. JONES & CO., L.P. · 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.
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: EDWARD D. JONES & CO., L.P. · Firm: EDWARD D. JONES & CO., L.P.
Issues related to SEC and DOL rulemaking, including standards of conduct and associated regulatory activity; issues related to modernization of the accredited investor definition, e delivery reforms, and the firms broader support for the Invest Act; issues related to the Edward Jones ILC application and banking services matters; issues related to senior investor protection and initiatives aimed at improving financial education; H.R. 3383 - Invest Act.
Helping Young Americans Save for Retirement Act
Client: EDWARD D. JONES & CO., L.P. · Firm: EDWARD D. JONES & CO., L.P.
Issues related to retirement savings and creating additional opportunities for caregivers to save for retirement; S.1831 - Auto Reenroll Act; S. 1707/H.R. 4718 - Helping Young Americans Save for Retirement Act.
Helping Young Americans Save for Retirement Act
Client: EDWARD D. JONES & CO., L.P. · Firm: EDWARD D. JONES & CO., L.P.
Issues related to retirement savings and creating additional opportunities for caregivers to save for retirement; S.1831 - Auto Reenroll Act; S. 1707/H.R. 4718 - Helping Young Americans Save for Retirement Act.
Auto Reenroll Act of 2025
Client: EDWARD D. JONES & CO., L.P. · Firm: EDWARD D. JONES & CO., L.P.
Issues related to retirement savings and creating additional opportunities for caregivers to save for retirement; S.1831 - Auto Reenroll Act; S. 1707/H.R. 4718 - Helping Young Americans Save for Retirement Act.
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.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
EDWARD D. JONES & CO., L.P. via EDWARD D. JONES & CO., L.P.
2026 · second_quarter · Q2
Partnership tax issues; issues related to financial transaction, capital gains, and dividend incomes taxes; issues related to Section 199A, R&D incentives, SALT, and other reconciliation related tax provisions.
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.
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.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
EDWARD D. JONES & CO., L.P. via EDWARD D. JONES & CO., L.P.
2026 · first_quarter · Q1
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding, and creating additional opportunities for caregivers for retirement; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; advocacy work in support of legislation to expand savings opportunities for caregivers.
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 application 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.
Partnership tax issues; issues related to financial transaction, capital gains, and dividend incomes taxes; issues related to Section 199A, R&D incentives, SALT, and other reconciliation related tax provisions.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
EDWARD D. JONES & CO., L.P. via EDWARD D. JONES & CO., L.P.
2025 · fourth_quarter · Q4
Partnership tax issues; issues related to financial transaction, capital gains, and dividend incomes taxes; issues related to Section 199A, R&D incentives, SALT, and other reconciliation related tax provisions.
Issues related to SEC and DOL rulemaking, including standards of conduct and associated regulatory activity; issues related to modernization of the accredited investor definition, e delivery reforms, and the firms broader support for the Invest Act; issues related to the Edward Jones ILC application and banking services matters; issues related to senior investor protection and initiatives aimed at improving financial education; H.R. 3383 - Invest Act.
Issues related to retirement savings and creating additional opportunities for caregivers to save for retirement; S.1831 - Auto Reenroll Act; S. 1707/H.R. 4718 - Helping Young Americans Save for Retirement Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
EDWARD D. JONES & CO., L.P. via EDWARD D. JONES & CO., L.P.
2025 · third_quarter · Q3
Issues related to retirement security and savings matters; issues related to senior investor protection matters; issues related to SEC and DOL standard of care rulemaking; issues related to promoting financial education; issues related to banking services.
Partnership tax issues; issues related to financial transaction, capital gains, and dividend incomes taxes.
Issues related to retirement savings and creating additional opportunities for caregivers to save for retirement.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE