pac.dog pac.dog / Lobbying

1st Quarter - Report · 2026

Filing UUID
cb3644b1-898b-4d88-bd09-304f0c08fa50
Type
Q1 — 1st Quarter - Report
Period
first_quarter
Year
2026
Posted
2026-04-17 20:16:01
Income (reported)
$50,000
Expenses (reported)
—
Filing document
Open on lda.senate.gov

Registrant (lobbying firm)

FORBES-TATE

Government Relations Firm.

Contact
ZACHARY WILLIAMS
Phone
+1 202-638-0125
Address
zip:20001, city:Washington, state:DC, street:777 6th Street NW 8th Floor

Client

EDWARD D. JONES & CO., L.P.

Financial Services Firm focused on individuals and small businesses.

State
MO
Country
US
Effective date
2022-07-01

Issues lobbied + lobbyists

RET — Retirement

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.

Lobbyists: JEFFREY FORBES; ELIZABETH GREER; JEFFREY STRUNK; KELLEY JULIA WILLIAMS; mr RICHARD FERNANDO LOPEZ; mr MICHAEL ALEXANDER WILLIAMS; FRANKLYN E. STEINBERG; mr EDWARD JEFFREY HILL

Government entities lobbied: SENATE

TAX — Taxation/Internal Revenue Code

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; Issues related to state and local tax provisions for Service Business in the One Big Beautiful Bill Act (PL 119-21).

Lobbyists: JEFFREY FORBES; ELIZABETH GREER; JEFFREY STRUNK; KELLEY JULIA WILLIAMS; mr RICHARD FERNANDO LOPEZ; mr MICHAEL ALEXANDER WILLIAMS; FRANKLYN E. STEINBERG; mr EDWARD JEFFREY HILL

Government entities lobbied: SENATE

FIN — Financial Institutions/Investments/Securities

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; Issues related to banking services.

Lobbyists: JEFFREY FORBES; ELIZABETH GREER; JEFFREY STRUNK; KELLEY JULIA WILLIAMS; mr RICHARD FERNANDO LOPEZ; mr MICHAEL ALEXANDER WILLIAMS; FRANKLYN E. STEINBERG; mr EDWARD JEFFREY HILL

Government entities lobbied: SENATE

BAN — Banking

Issues related to bank chartering.

Lobbyists: JEFFREY FORBES; ELIZABETH GREER; JEFFREY STRUNK; KELLEY JULIA WILLIAMS; mr EDWARD JEFFREY HILL; mr RICHARD FERNANDO LOPEZ; mr MICHAEL ALEXANDER WILLIAMS

Government entities lobbied: SENATE

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