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.
2026 · 2nd Quarter (Apr 1 - June 30)
EDWARD D. JONES & CO., L.P.
Filed by FORBES-TATE.
Open official filingSource-reported fields
Filing overview
- Type
- 2nd Quarter - Report
- Posted
- Jul 20, 2026
- Income
- $50,000.00
- Expenses
- Not reported
- Registrant
- FORBES-TATE
- Filing UUID
- fba68f72-bb54-47af-9d3f-933728204ee9
- 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 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).
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.
Issues related to bank chartering.
Relationship and amount limits
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