FORBES-TATE for EDWARD D. JONES & CO., L.P.
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 | Oct 17, 2024 | $50,000 | Replaced |
| 3rd Quarter - Amendment (this page) | 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 | — |
| 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 | — |
| 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 | — |
| 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.