FORBES-TATE lobbying for EDWARD D. JONES & CO., L.P.

Filing Q1 report

Reporting period

1st Quarter 2026

Jan 1 - Mar 31 · Posted Apr 17, 2026

Income

$50,000.00

What the client paid this registrant for the period.

Client based in

Missouri

Official filing document

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 transaction, 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 transaction, 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 transaction, 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.