FORBES-TATE for EDWARD D. JONES & CO., L.P.
What was lobbied
4 issue areas, each in the filer's own words, with who lobbied on it and where.
Retirement RET
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.
| Lobbyist | Covered position, as disclosed |
|---|---|
| BOB DOLD New | Member, U.S. House of Representatives, House Financials Services and Ways and Means Committees (2011-2013, 2015-2017) |
| JEFFREY FORBES | — |
| ELIZABETH GREER | — |
| EDWARD JEFFREY HILL | — |
| JEFFREY STRUNK | — |
| KELLEY JULIA WILLIAMS | — |
Taxation/Internal Revenue Code TAX
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).
| Lobbyist | Covered position, as disclosed |
|---|---|
| BOB DOLD New | Member, U.S. House of Representatives, House Financials Services and Ways and Means Committees (2011-2013, 2015-2017) |
| JEFFREY FORBES | — |
| ELIZABETH GREER | — |
| EDWARD JEFFREY HILL | — |
| JEFFREY STRUNK | — |
| KELLEY JULIA WILLIAMS | — |
Financial Institutions/Investments/Securities FIN
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.
| Lobbyist | Covered position, as disclosed |
|---|---|
| BOB DOLD New | Member, U.S. House of Representatives, House Financials Services and Ways and Means Committees (2011-2013, 2015-2017) |
| JEFFREY FORBES | — |
| ELIZABETH GREER | — |
| EDWARD JEFFREY HILL | — |
| JEFFREY STRUNK | — |
| KELLEY JULIA WILLIAMS | — |
Banking BAN
Issues related to bank chartering.
| Lobbyist | Covered position, as disclosed |
|---|---|
| BOB DOLD New | Member, U.S. House of Representatives, House Financials Services and Ways and Means Committees (2011-2013, 2015-2017) |
| JEFFREY FORBES | — |
| ELIZABETH GREER | — |
| EDWARD JEFFREY HILL | — |
| JEFFREY STRUNK | — |
| KELLEY JULIA WILLIAMS | — |
Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.