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.
2025 · 1st Quarter (Jan 1 - Mar 31)
EDWARD D. JONES & CO., L.P.
Filed by EDWARD D. JONES & CO., L.P..
Open official filingSource-reported fields
Filing overview
- Type
- 1st Quarter - Report
- Posted
- Apr 21, 2025
- Income
- Not reported
- Expenses
- $720,000.00
- Registrant
- EDWARD D. JONES & CO., L.P.
- Filing UUID
- 7efdc822-f6c1-4ef4-9186-3dd09ed2ec47
- Termination date
- Not reported
Expense method: A
Literal source text
Lobbying issues and bill citations
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.
Relationship and amount limits
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