LD-2 Disclosure Form (2024)

Clerk of the House of Representatives
Legislative Resource Center
135 Cannon Building
Washington, DC 20515
http://lobbyingdisclosure.house.gov
Secretary of the Senate
Office of Public Records
232 Hart Building
Washington, DC 20510
http://www.senate.gov/lobby
LOBBYING REPORT

Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page

1. Registrant Name Organization/Lobbying Firm Self Employed Individual

Davis & Harman LLP

2. Address

Address1

1455 Pennsylvania Avenue, N. W.

Address2

​Suite 1200

City

Washington

State

DC

Zip Code

20004

Country

USA

3. Principal place of business (if different than line 2)

City

State

Zip Code

Country

4a. Contact Nameb. Telephone Numberc. E-mail

​Ms.

​Anna Braun

​2026622282

​abraun@davis-harman.com

5. Senate ID#

​11674-710

7. Client NameSelfCheck if client is a state or local government or instrumentality

​EDWARD JONES INVESTMENTS

6. House ID#

​313180065

TYPE OF REPORT8. Year

​2024

Q1 (1/1 - 3/31) Q2 (4/1 - 6/30) Q3 (7/1 - 9/30) Q4 (10/1 - 12/31)

9. Check if this filing amends a previously filed version of this report

10. Check if this is a Termination Report Termination Date

11. No Lobbying Issue Activity
INCOME OR EXPENSES - YOU MUST complete either Line 12 or Line 13
12. Lobbying13. Organizations
INCOME relating to lobbying activities for this reporting period was: EXPENSE relating to lobbying activities for this reporting period were:
Less than $5,000
Less than $5,000
$5,000 or more$

​20,000.00

$5,000 or more$

Provide a good faith estimate, rounded to the nearest $10,000, of all lobbying related income for the client (including all payments to the registrant by any other entity for lobbying activities on behalf of the client). 14. REPORTING Check box to indicate expense accounting method. See instructions for description of options.
Method A. Reporting amounts using LDA definitions only

Method B. Reporting amounts under section 6033(b)(8) of the Internal Revenue Code

Method C. Reporting amounts under section 162(e) of the Internal Revenue Code

Signature

Digitally Signed By: Kent A. Mason

Date

4/15/2024 1:03:47 PM

LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code TAX

16. Specific lobbying issues

Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic enrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to the Department of Labor's fiduciary definition. Issues related to emergency savings. Proposals related to net investment income. Proposals to assist caregivers. Issues related to SEC's liquidity and swing pricing proposal. Issues related to the SEC's predictive data analytics proposal. Issues related to Roth catch-up contribution effective date. Issues regarding age 18 eligibility.

H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act (117th Congress).
H.R. 7310, Protecting Americas Retirement Security Act (117th Congress).
H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
H.R. 4924/S. 2517, Auto Reenroll Act.
S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers.
S. 3305, Helping Young Americans Save for Retirement Act

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES

18. Name of each individual who acted as a lobbyist in this issue area

First NameLast NameSuffix Covered Official Position (if applicable) New

Kent A.

Mason

Barbara A.

Pate

Chris L.

Gaston

Chief of Staff, Rep. Rush Holt

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None


LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.

15. General issue area code RET

16. Specific lobbying issues

Proposals related to small business retirement issues and retirement savings issues. SIMPLE IRAs. Issues related to automatic enrollment. Partnership tax issues. Required minimum distribution issues. Proposals to assist military spouses. Issues related to the Department of Labor's fiduciary definition. Issues related to emergency savings. Proposals related to net investment income. Proposals to assist caregivers. Issues related to SEC's liquidity and swing pricing proposal. Issues related to the SEC's predictive data analytics proposal. Issues related to Roth catch-up contribution effective date. Issues regarding age 18 eligibility.

H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act (117th Congress).
H.R. 7310, Protecting Americas Retirement Security Act (117th Congress).
H.R. 2617, Consolidated Appropriations Act of 2023, SECURE 2.0 Act of 2022 (117th Congress).
H.R. 4924/S. 2517, Auto Reenroll Act.
S. 2512, A bill to amend the Internal Revenue Code of 1986 to provide a credit for re-enrollment provisions in retirement plans of small employers.
S. 3305, Helping Young Americans Save for Retirement Act

17. House(s) of Congress and Federal agencies Check if None

U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES

18. Name of each individual who acted as a lobbyist in this issue area

First NameLast NameSuffix Covered Official Position (if applicable) New

Kent A.

Mason

Barbara A.

Pate

Chris L.

Gaston

Chief of Staff, Rep. Rush Holt

19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None


Information Update Page - Complete ONLY where registration information has changed.

20. Client new address

Address

City

State

Zip Code

Country

21. Client new principal place of business (if different than line 20)

City

State

Zip Code

Country

22. New General description of client’s business or activities

LOBBYIST UPDATE

23. Name of each previously reported individual who is no longer expected to act as a lobbyist for the client

First Name

Last Name

Suffix

First Name

Last Name

Suffix

1

3

2

4

ISSUE UPDATE

24. General lobbying issue that no longer pertains

AFFILIATED ORGANIZATIONS

25. Add the following affiliated organization(s)

Internet Address:

NameAddress Principal Place of Business
(city and state or country)
Street Address
CityState/ProvinceZipCountry
City
State Country

26. Name of each previously reported organization that is no longer affiliated with the registrant or client

1 2 3

FOREIGN ENTITIES

27. Add the following foreign entities:

NameAddress Principal place of business
(city and state or country)
Amount of contribution for lobbying activitiesOwnership percentage in client
Street Address
CityState/ProvinceCountry
City
State Country
%

28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization

1 3 5
2 4 6

CONVICTIONS DISCLOSURE

29. Have any of the lobbyists listed on this report been convicted in a Federal or State Court of an offense involving bribery, extortion, embezzlement, an illegal kickback, tax evasion, fraud, a conflict of interest, making a false statement, perjury, or money laundering?

Lobbyist Name Description of Offense(s)
LD-2 Disclosure Form (2024)
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