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.
2025 · 4th Quarter (Oct 1 - Dec 31)
EDWARD D. JONES & CO., L.P.
Filed by EDWARD D. JONES & CO., L.P..
Open official filingSource-reported fields
Filing overview
- Type
- 4th Quarter - Report
- Posted
- Jan 20, 2026
- Income
- Not reported
- Expenses
- $1,640,000.00
- Registrant
- EDWARD D. JONES & CO., L.P.
- Filing UUID
- 90ec93d8-9995-4cf1-9d34-55190786232b
- Termination date
- Not reported
Expense method: A
Literal source text
Lobbying issues and bill citations
Issues related to SEC and DOL rulemaking, including standards of conduct and associated regulatory activity; issues related to modernization of the accredited investor definition, e delivery reforms, and the firms 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 - Invest Act.
Literal federal measure citations: H.R. 3383
Issues related to retirement savings and creating additional opportunities for caregivers to save for retirement; S.1831 - Auto Reenroll Act; S. 1707/H.R. 4718 - Helping Young Americans Save for Retirement Act.
Literal federal measure citations: S.1831, S. 1707, H.R. 4718
Relationship and amount limits
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