FORBES-TATE for EDWARD D. JONES & CO., L.P.
A later version of this report replaces this one, so LegiList's totals use the current version instead. This page shows this version exactly as filed.
Versions of this report
Every filing the register holds for this firm, client and period, oldest first. The most recent one is the version LegiList counts.
| Filing | Filed | Amount | Counted |
|---|---|---|---|
| 3rd Quarter - Report (this page) | Oct 17, 2024 | $50,000 | Replaced |
| 3rd Quarter - Amendment | Jan 8, 2025 | $50,000 | Yes |
What was lobbied
3 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 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.
| Lobbyist | Covered position, as disclosed |
|---|---|
| ELIZABETH BENNETT | — |
| JEFFREY FORBES | — |
| ELIZABETH GREER | — |
| RICHARD FERNANDO LOPEZ | — |
| STACEY ROLLAND | — |
| FRANKLYN E. STEINBERG | — |
| JEFFREY STRUNK | — |
| KELLEY JULIA WILLIAMS | — |
| MICHAEL ALEXANDER 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 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.
| Lobbyist | Covered position, as disclosed |
|---|---|
| ELIZABETH BENNETT | — |
| JEFFREY FORBES | — |
| ELIZABETH GREER | — |
| RICHARD FERNANDO LOPEZ | — |
| STACEY ROLLAND | — |
| FRANKLYN E. STEINBERG | — |
| JEFFREY STRUNK | — |
| KELLEY JULIA WILLIAMS | — |
| MICHAEL ALEXANDER 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 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.
| Lobbyist | Covered position, as disclosed |
|---|---|
| ELIZABETH BENNETT | — |
| JEFFREY FORBES | — |
| ELIZABETH GREER | — |
| RICHARD FERNANDO LOPEZ | — |
| STACEY ROLLAND | — |
| FRANKLYN E. STEINBERG | — |
| JEFFREY STRUNK | — |
| KELLEY JULIA WILLIAMS | — |
| MICHAEL ALEXANDER 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.