EDWARD D. JONES & CO., L.P.

Lobbying for EDWARD D. JONES & CO., L.P.

Filing 1st Quarter - Report

Reporting period

1st Quarter 2026

Jan 1 - Mar 31 · Posted Apr 20, 2026

Expenses

$930,000.00

What this organization spent lobbying with its own staff. Reported using A: the three LDA methods count different costs, so an expenses figure is not comparable across filers that used different ones.

Client based in

Missouri

Official filing document

Government bodies contacted 2

HOUSE OF REPRESENTATIVES
SENATE

The chambers, agencies and offices the filer named. It does not say who inside them was contacted, or when.

Bills named in this filing 7

HR 3383
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
S 1839
Generating Retirement Ownership through Long-Term Holding
HR 2089
Generating Retirement Ownership through Long-Term Holding
S 1831
Auto Reenroll Act of 2025
HR 6729
Auto Reenroll Act of 2025
S 1707
Helping Young Americans Save for Retirement Act
HR 4718
Helping Young Americans Save for Retirement Act

Lobbying activity 3

Financial Institutions/Investments/Securities

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.

Taxation/Internal Revenue Code

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.

Retirement

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.

Source: federal Lobbying Disclosure Act filing, reproduced as filed. Bills are parsed from the activity descriptions.