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.
2026 · 3rd Quarter (July 1 - Sep 30)
EDWARD D. JONES & CO., L.P.
Filed by FORBES-TATE.
Open official filingSource-reported fields
Filing overview
- Type
- 3rd Quarter - Report
- Posted
- Oct 20, 2026
- Income
- $50,000.00
- Expenses
- Not reported
- Registrant
- FORBES-TATE
- Filing UUID
- 088f5b78-bc03-416e-9c12-9cda9a1d8178
- Termination date
- Not reported
Literal source text
Lobbying issues and bill citations
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).
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.
Issues related to bank chartering.
Relationship and amount limits
Bill links use only the filing year’s mathematically derived Congress plus the literal measure type and number in the issue description. Unmatched citations remain plain text. Politically.com does not join on names, infer advocacy positions, combine amendments, or calculate totals across filings.