Issues related to retirement security and savings matters, and other issues related to retirement savings for military spouses; issues related to senior investor protection matters; issues related to SEC and DOL standard of care rulemaking; issues related to promoting financial education.
Partnership tax issues; issues related to financial transaction, capital gains, and dividend incomes taxes.
Issues related to retirement savings and creating additional opportunities for caregivers to save for retirement.
Duration: November 1, 2007
to
present
General Issues: Financial Institutions/Investments/Securities , Taxation/Internal Revenue Code , Retirement , Insurance , Banking
Spending: about $9,550,000 (But it's complicated. Here's why.)
It can be tricky to figure out how much an organization spent on a particular lobbying engagement. The law only requires lobbyists to report the amount they were paid for federal lobbying each quarter rounded to the nearest $10,000—and if it's less than $3,000 in a given quarter (or less than $13,000 for organizations with in-house lobbyists), they don't have to disclose it at all. Plus, some organizations include spending that doesn’t belong in the report—for instance, money spent lobbying state governments or other legal work.
Agencies lobbied since 2007: U.S. Senate, House of Representatives, Y
Y
House of Representatives
Senate
Lobbyists
Lobbyists named here were listed on a filing related to this lobbying engagement. They may not be working on it now. Occasionally, a single lobbyist whose name is spelled two different ways on filings may be represented twice here.
Disclosures Filed
Once a lobbying engagement begins, the lobbyist or firm is required to file updates four times a year. Those updates sometimes change which lobbyists are involved or add new issues being discussed. When lobbyists stop working for a client, the firm is also supposed to file a report disclosing the end of the relationship.
1st Quarter, 2024
In Q1, EDWARD D. JONES & Co., L.P. had in-house lobbyists. The report was filed on April 22.
Original Filing: 301575407.xml
Lobbying Issues
Issues related to retirement security and savings matters, and other issues related to retirement savings for military spouses; issues related to senior investor protection matters; issues related to SEC and DOL standard of care rulemaking; issues related to promoting financial education.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Partnership tax issues; issues related to financial transaction, capital gains, and dividend incomes taxes.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to retirement savings and creating additional opportunities for caregivers to save for retirement.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
4th Quarter, 2023
In Q4, EDWARD D. JONES & Co., L.P. had in-house lobbyists. The report was filed on Jan. 22.
Original Filing: 301539554.xml
Lobbying Issues
Issues related to retirement security and savings matters, and other issues related to retirement savings for military spouses; issues related to senior investor protection matters; issues related to SEC and DOL standard of care rulemaking; issues related to promoting financial education.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Partnership tax issues; issues related to financial transaction, capital gains, and dividend incomes taxes.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2023
In Q3, EDWARD D. JONES & Co., L.P. had in-house lobbyists. The report was filed on Oct. 20, 2023.
Original Filing: 301515345.xml
Lobbying Issues
Issues related to retirement security and savings matters; Proposals related to small business retirement issues and retirement savings issues; SIMPLE IRAs.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
Issues related to retirement security and savings matters, and other issues related to retirement savings for military spouses; issues related to senior investor protection matters; issues related to SEC and DOL standard of care rulemaking; issues related to promoting financial education.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Partnership tax issues; issues related to financial transaction, capital gains, and dividend incomes taxes.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2023
In Q2, EDWARD D. JONES & Co., L.P. had in-house lobbyists. The report was filed on July 20, 2023.
Original Filing: 301492744.xml
Lobbying Issues
Issues related to retirement security and savings matters; Proposals related to small business retirement issues and retirement savings issues; SIMPLE IRAs.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
Issues related to retirement security and savings matters, and other issues related to retirement savings for military spouses; issues related to senior investor protection matters; issues related to SEC and DOL standard of care rulemaking; issues related to promoting financial education.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Partnership tax issues; issues related to financial transaction, capital gains, and dividend incomes taxes.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2023
In Q1, EDWARD D. JONES & Co., L.P. had in-house lobbyists. The report was filed on April 20, 2023.
Original Filing: 301466916.xml
Lobbying Issues
Issues related to retirement security and savings matters; Proposals related to small business retirement issues and retirement savings issues; SIMPLE IRAs.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
Issues related to retirement security and savings matters, and other issues related to retirement savings for military spouses; issues related to senior investor protection matters; issues related to SEC and DOL standard of care rulemaking.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Partnership tax issues; issues related to financial transaction, capital gains, and dividend incomes taxes.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2022
In Q4, EDWARD D. JONES & Co., L.P. had in-house lobbyists. The report was filed on Jan. 20, 2023.
Original Filing: 301442866.xml
Lobbying Issues
Issues related to retirement security and savings matters, including the Retirement Security and Savings Act (S. 1770), Securing a Strong Retirement Act of 2021 (H.R. 2954), and Enhancing American Retirement Now (EARN) Act; S. 4808/H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses. Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
Issues related to retirement security and savings matters, including the Retirement Security and Savings Act (S. 1770) and Securing a Strong Retirement Act of 2021 (H.R. 2954); S. 1273/H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses; issues related to senior investor protection matters; issues related to SEC and DOL standard of care rulemaking.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Issues related to Code Section 199A; partnership tax issues; issues related to financial transaction, capital gains, and dividend incomes taxes.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2022
In Q3, EDWARD D. JONES & Co., L.P. had in-house lobbyists. The report was filed on Oct. 20, 2022.
Original Filing: 301419677.xml
Lobbying Issues
Issues related to retirement security and savings matters, including the Retirement Security and Savings Act (S. 1770), Securing a Strong Retirement Act of 2021 (H.R. 2954), and Enhancing American Retirement Now (EARN) Act; S. 4808/H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses. Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
Issues related to retirement security and savings matters, including the Retirement Security and Savings Act (S. 1770) and Securing a Strong Retirement Act of 2021 (H.R. 2954); S. 1273/H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses; issues related to senior investor protection matters; issues related to SEC and DOL standard of care rulemaking.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Issues related to Code Section 199A; partnership tax issues; issues related to financial transaction, capital gains, and dividend incomes taxes.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2022
In Q2, EDWARD D. JONES & Co., L.P. had in-house lobbyists. The report was filed on July 20, 2022.
Original Filing: 301396728.xml
Lobbying Issues
Issues related to retirement security and savings matters, including the Retirement Security and Savings Act (S. 1770), Securing a Strong Retirement Act of 2021 (H.R. 2954), and Enhancing American Retirement Now (EARN) Act; S. 1273/H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses. Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
Issues related to retirement security and savings matters, including the Retirement Security and Savings Act (S. 1770) and Securing a Strong Retirement Act of 2021 (H.R. 2954); S. 1273/H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses; 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.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Issues related to Code Section 199A; partnership tax issues; issues related to financial transaction, capital gains, and dividend incomes taxes.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2022
In Q1, EDWARD D. JONES & Co., L.P. had in-house lobbyists. The report was filed on April 20, 2022.
Original Filing: 301366645.xml
Lobbying Issues
Issues related to retirement security and savings matters, including the Retirement Security and Savings Act (S. 1770) and Securing a Strong Retirement Act of 2021 (H.R. 2954); S. 1273/H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses. Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
Issues related to retirement security and savings matters, including the Retirement Security and Savings Act (S. 1770) and Securing a Strong Retirement Act of 2021 (H.R. 2954); S. 1273/H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses; 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.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Issues related to Code Section 199A; partnership tax issues; issues related to financial transaction, capital gains, and dividend incomes taxes.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2021
In Q4, EDWARD D. JONES & Co., L.P. had in-house lobbyists. The report was filed on Jan. 20, 2022.
Original Filing: 301337703.xml
Lobbying Issues
Issues related to retirement security and savings matters, including the Retirement Security and Savings Act (S. 1770) and Securing a Strong Retirement Act of 2021 (H.R. 2954); S. 1273/H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses. Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
Issues related to retirement security and savings matters, including the Retirement Security and Savings Act (S. 1770) and Securing a Strong Retirement Act of 2021 (H.R. 2954); S. 1273/H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses; 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.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Issues related to Code Section 199A; partnership tax issues; issues related to financial transaction, capital gains, and dividend incomes taxes.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2021
In Q3, EDWARD D. JONES & Co., L.P. had in-house lobbyists. The report was filed on Oct. 20, 2021.
Original Filing: 301311841.xml
Lobbying Issues
Issues related to retirement security and savings matters, including the Retirement Security and Savings Act (S. 1770) and Securing a Strong Retirement Act of 2021 (H.R. 2954); S. 1273/H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses. Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
Issues related to retirement security and savings matters, including the Retirement Security and Savings Act (S. 1770) and Securing a Strong Retirement Act of 2021 (H.R. 2954); S. 1273/H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses; 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.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Issues related to Code Section 199A; partnership tax issues; issues related to financial transaction, capital gains, and dividend incomes taxes.
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2021
In Q2, EDWARD D. JONES & Co., L.P. had in-house lobbyists. The report was filed on July 20, 2021.
Original Filing: 301286735.xml
Lobbying Issues
Issues related to retirement security and savings matters, including the former Retirement Security and Savings Act and Securing a Strong Retirement Act of 2021; H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
Issues related to retirement security and savings matters, including the former Retirement Security and Savings Act and Securing a Strong Retirement Act of 2021; H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses; 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
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Issues related to financial transaction, capital gains and dividend income taxes
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to long term care matters
Agencies Lobbied
U.S. Senate U.S. House of Representatives
1st Quarter, 2021
In Q1, EDWARD D. JONES & Co., L.P. had in-house lobbyists. The report was filed on April 20, 2021.
Original Filing: 301264344.xml
Lobbying Issues
Issues related to retirement security and savings matters, including the former Retirement Security and Savings Act and Securing a Strong Retirement Act of 2020; H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Lobbying Issues
Issues related to retirement security and savings matters, including the former Retirement Security and Savings Act and Securing a Strong Retirement Act of 2020; H.R. 1453 (The Military Spouses Retirement Security Act) and other issues related to retirement savings for military spouses; 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
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Issues related to financial transaction, capital gains and dividend income taxes
Agencies Lobbied
U.S. Senate U.S. House of Representatives
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Issues related to long term care matters
1st Quarter, 2021
EDWARD D. JONES & Co., L.P. filed a lobbying registration on Jan. 5, 2021 for in-house lobbying efforts, effective Jan. 1, 2021.
Original Filing: 301228842.xml
Issue(s) they said they’d lobby about: Individual investor issues; retirement savings; capital gains and dividend income taxation issues. .
1st Quarter, 2021
EDWARD D. JONES & Co., L.P. filed a lobbying registration on Jan. 3, 2021 for in-house lobbying efforts, effective Jan. 1, 2021.
Original Filing: 301228463.xml
Issue(s) they said they’d lobby about: Individual investor issues; retirement savings; capital gains and dividend income taxation issues. .
0th Quarter, 2007
In MM, EDWARD D. JONES, LP, LLP had in-house lobbyists. The report was filed on July 25, 2007.
Original Filing: 200041154.xml
Lobbying Issues
Optional Federal Charter
Data Breach
Agencies Lobbied
Y
Y
House of Representatives
Senate
Type of Issue
Financial Institutions/Investments/Securities
Source: Clerk of the U.S. House of Representatives and Secretary of the Senate