Forbes-Tate lobbying for Edward D. Jones & Co., L.P.

Filing · LD-2 quarterly report Q3 report

Reporting period

3rd Quarter 2026

July 1 - Sep 30 · Posted Oct 20, 2026

Income

$50,000

What the client paid this registrant for the period.

Client based in

Missouri

Official filing document

Lobbyists on this filing 1

BOB DOLD Former member of Congress New on this filing

Previously held: Member, U.S. House of Representatives, House Financials Services and Ways and Means Committees (2011-2013, 2015-2017)

A "covered position" is a government job the lobbyist held in the 20 years before registering, which the law requires them to name. See the revolving door for former members of Congress across all filings.

Government bodies contacted 1

SENATE

The chambers, agencies and offices the filer named. It does not say who inside them was contacted, or when. Each name opens every filing that named the same body.

Lobbying activity 4

Retirement

Issues related to retirement security and savings matters; Issues related to small business retirement and retirement savings; Issues related to retirement savings for military spouses; SIMPLE IRAs; Issues related to financial transactions, capital gains, and dividend income taxes; Issues related to senior investor protection matters; Issues related to SEC and DOL standard of care rulemaking; Issues related to partnership tax and IRS Code Section 199A.

Taxation/Internal Revenue Code

Issues related to retirement security and savings matters; Issues related to small business retirement and retirement savings; Issues related to retirement savings for military spouses; SIMPLE IRAs; Issues related to financial transactions, capital gains, and dividend income taxes; Issues related to senior investor protection matters; Issues related to SEC and DOL standard of care rulemaking; Issues related to partnership tax and IRS Code Section 199A; Issues related to state and local tax provisions for Service Business in the One Big Beautiful Bill Act (PL 119-21).

Financial Institutions/Investments/Securities

Issues related to retirement security and savings matters; Issues related to small business retirement and retirement savings; Issues related to retirement savings for military spouses; SIMPLE IRAs; Issues related to financial transactions, capital gains, and dividend income taxes; Issues related to senior investor protection matters; Issues related to SEC and DOL standard of care rulemaking; Issues related to partnership tax and IRS Code Section 199A; Issues related to banking services.

Banking

Issues related to bank chartering.