Monitor legislation impacting broker-dealers and investment advisers.
Monitor tax issues impacting retirement plans and investors. Monitor tax legislation impacting pass-through organizations/partnerships.
Monitor retirement issues including the implementation of the SECURE 2.0 Act of 2022 in PL 117-328.
Monitor proposed fiduciary rules from Department of Labor.
Support appropriations language promoting financial literacy programs.
Duration: May 1, 2022
to
present
General Issues: Financial Institutions/Investments/Securities , Taxation/Internal Revenue Code , Retirement , Labor Issues/Antitrust/Workplace , Budget/Appropriations
Spending: about $390,000 (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 2022: U.S. Senate, House of Representatives, Labor - Dept of (DOL), Executive Office of the President (EOP), Treasury - Dept of
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.
Lobbyist
Covered positions?
Mary Stanton Leg. Asst, Sen. Kohl (2006-2007);
Policy Adv, Sen. Aging Comm. (2004-2006);
Leg. Asst, Rep. Weiner (2004);
Leg. Correspondent, Sen. Kohl (2003-2004);
Staff Asst, Sen. Kohl (2002-2003);
Intern, Rep. Gephardt (2001);
Intern, Rep. Dingell (2000)
Nicole Venable Leg. Asst/Fellow, Rep. Lee Hamilton (1992-1993);
Leg. Asst, Sen. Chuck Robb (1993-1996);
Congressional Affairs Liaison, USTR (1996-1998);
Sr Policy Adv, Rep. William J. Jefferson (1998-02);
Chief of Staff, Rep. William J. Jefferson (2004-2005)
Joseph Vaughan Senior Diversity and Inclusion Policy Advisor and Designee, House Financial Services Subcommittee on Diversity and Inclusion (2020-2021)
Kelly Hitchcock Professional Staff, House Appropriations Committee, Subcommittee on Financial Services and General Government (2011-2017), Staff Assistant, House Appropriations Committee (2006-2011)
Paul Nemetz Scheduler, Rep. Josh Gottheimer (2019-2021)
Ashley OSullivan n/a
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, Invariant LLC lobbied for Edward D. Jones & Co., L.P. , earning $50,000. The report was filed on April 22.
Original Filing: 301570309.xml
Lobbying Issues
Monitor legislation impacting broker-dealers and investment advisers.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor tax issues impacting retirement plans and investors. Monitor tax legislation impacting pass-through organizations/partnerships.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor retirement issues including the implementation of the SECURE 2.0 Act of 2022 in PL 117-328.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor proposed fiduciary rules from Department of Labor.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Labor Issues/Antitrust/Workplace
Lobbying Issues
Support appropriations language promoting financial literacy programs.
Agencies Lobbied
U.S. House of Representatives
4th Quarter, 2023
In Q4, Invariant LLC lobbied for Edward D. Jones & Co., L.P. , earning $50,000. The report was filed on Jan. 17.
Original Filing: 301526276.xml
Lobbying Issues
Monitor legislation impacting broker-dealers and investment advisers.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor tax issues impacting retirement plans and investors. Monitor tax legislation impacting pass-through organizations/partnerships.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor retirement issues including the implementation of the SECURE 2.0 Act of 2022 in PL 117-328.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor proposed fiduciary rules from Department of Labor.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Labor Issues/Antitrust/Workplace
Lobbying Issues
Support appropriations language promoting financial literacy programs.
Agencies Lobbied
U.S. House of Representatives
3rd Quarter, 2023
In Q3, Invariant LLC lobbied for Edward D. Jones & Co., L.P. , earning $50,000. The report was filed on Oct. 20, 2023.
Original Filing: 301510403.xml
Lobbying Issues
Monitor legislation impacting broker-dealers and investment advisers.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor tax issues impacting retirement plans and investors. Monitor tax legislation impacting pass-through organizations/partnerships.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor retirement issues, including the implementation of P.L. 117-328, the SECURE 2.0 Act of 2022.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor proposed fiduciary rules from Department of Labor.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Labor Issues/Antitrust/Workplace
Lobbying Issues
Supported appropriations language promoting financial literacy programs.
Agencies Lobbied
U.S. House of Representatives
2nd Quarter, 2023
In Q2, Invariant LLC lobbied for Edward D. Jones & Co., L.P. , earning $50,000. The report was filed on July 20, 2023.
Original Filing: 301488872.xml
Lobbying Issues
Monitor legislation impacting broker-dealers and investment advisers.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor tax issues impacting retirement plans and investors. Monitor tax legislation impacting pass-through organizations/partnerships.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor retirement issues, including the implementation of the SECURE 2.0 Act of 2022 in PL 117-328.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor proposed fiduciary rules from Department of Labor.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Labor Issues/Antitrust/Workplace
Lobbying Issues
Supported appropriations language promoting financial literacy programs.
Agencies Lobbied
U.S. House of Representatives
1st Quarter, 2023
In Q1, Invariant LLC lobbied for Edward D. Jones & Co., L.P. , earning $50,000. The report was filed on April 19, 2023.
Original Filing: 301459348.xml
Lobbying Issues
Monitor legislation impacting broker-dealers and investment advisers.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor tax issues impacting retirement plans and investors. Monitor tax legislation impacting pass-through organizations/partnerships.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor retirement issues, including the implementation of the SECURE 2.0 Act of 2022 in PL 117-328.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor proposed fiduciary rules from Department of Labor.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Labor Issues/Antitrust/Workplace
Lobbying Issues
Supported appropriations language promoting financial literacy programs.
Agencies Lobbied
U.S. House of Representatives
4th Quarter, 2022
In Q4, Invariant LLC lobbied for Edward D. Jones & Co., L.P. , earning $50,000. The report was filed on Jan. 19, 2023.
Original Filing: 301433323.xml
Lobbying Issues
Monitor legislation impacting broker-dealers and investment advisers.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor tax issues impacting retirement plans and investors.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor retirement issues, including H.R. 2954, Securing a Strong Retirement Act of 2021, and S. 1770, Retirement Security and Savings Act.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2022
In Q3, Invariant LLC lobbied for Edward D. Jones & Co., L.P. , earning $50,000. The report was filed on Oct. 20, 2022.
Original Filing: 301418542.xml
Lobbying Issues
Monitor legislation impacting broker-dealers and investment advisers.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor efforts to change the tax treatment of partnerships.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor retirement issues including H.R. 2954, Securing a Strong Retirement Act of 2021, S. 1770, Retirement Security and Savings Act, PL.117-169, the Inflation Reduction act of 2022, and S.4808, EARN Act.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2022
In Q2, Invariant LLC lobbied for Edward D. Jones & Co., L.P. , earning $40,000. The report was filed on July 20, 2022.
Original Filing: 301394336.xml
Lobbying Issues
Monitor legislation impacting broker-dealers and investment advisers.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitor tax issues impacting retirement plans and investors; monitor legislation impacting the taxation of pass-through entities.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitor retirement issues including H.R. 2954, Securing a Strong Retirement Act of 2021, and Senate bill, Enhancing American Retirement Now (EARN) Act.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2022
Invariant LLC filed a lobbying registration on June 13, 2022 to represent Edward D. Jones & Co., L.P., effective May 1, 2022.
Original Filing: 301376433.xml
Issue(s) they said they’d lobby about: Retirement plans, investment advisors, tax .
Source: Clerk of the U.S. House of Representatives and Secretary of the Senate
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