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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
EDWARD D. JONES & CO., L.P. via EDWARD D. JONES & CO., L.P.
2025 · second_quarter · Q2
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.
EDWARD D. JONES & CO., L.P. via EDWARD D. JONES & CO., L.P.
2025 · first_quarter · Q1
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.
EDWARD D. JONES & CO., L.P. via EDWARD D. JONES & CO., L.P.
2024 · fourth_quarter · Q4
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.
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.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
EDWARD D. JONES & CO., L.P. via EDWARD D. JONES & CO., L.P.
2024 · third_quarter · Q3
Issues related to retirement savings and creating additional opportunities for caregivers to save for retirement.
Partnership tax issues; issues related to financial transaction, capital gains, and dividend incomes taxes.
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.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
EDWARD D. JONES & CO., L.P. via EDWARD D. JONES & CO., L.P.
2024 · second_quarter · Q2
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.
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.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE