Lobbying Relationship

Client

Edward D. Jones & Co., L.P.

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Lobbying firm

Forbes-Tate

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  • 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.

Duration: to

General Issues: Retirement, Taxation/Internal Revenue Code, Financial Institutions/Investments/Securities

Spending: about $350,000 (But it's complicated. Here's why.)

Agencies lobbied since 2022: U.S. 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.

Lobbyist Covered positions?
Jeff Forbes Staff Director, Senate Finance Committee (2003); Chief of Staff, Sen. Max Baucus (1999-2002)
Libby Greer Chief of Staff, Rep. Allen Boyd (2001-2009)
Jeff Strunk Deputy Floor Director, Speaker John Boehner (2010-2013); Floor Assistant, House Speaker John Boehner (2007-2010); Legislative Assistant, Rep. John Boehner (2006 -2010); Staff Member, Rep. Pat Tiberi (2004-2006)
Elizabeth Bennett Int, Rep Ron Lewis (2007); SA LC LA, Rep Brett Guthrie (2009-2013); LA, Rep Andy Barr (2013); LA, Sen Mitch McConnell (2013-2015); DepAssocAdmin, EPA (2017); AssocAdmin, EPA (2017-2020); SpecAssistPres, EOP (2020-2021); SenAdv, USDA (2020-2021)
Michael Williams Legislative Director, Rep. Lucy McBath (2021-2022); Legislative Assistant, Rep. Lucy McBath (2019-2020); Legislative Aide, Sen. Brian Jones (2019); Legislative Correspondent, Sen. Brian Jones (2018-2019)
Stacey Rolland Senior Advisor, U.S. Department of the Treasury (2013-2016); Senior Policy Advisor, Rep. Nancy Pelosi (2010-2013); Special Assistant, U.S. Department of the Treasury (2009-2010); Tax Counsel, Rep. Xavier Becerra (2007-2009)
Kelley Williams n/a
RICHARD LOPEZ n/a
Frank Steinberg 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.

Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Registration

Source: Clerk of the U.S. House of Representatives and Secretary of the Senate

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