CONTRACTONGOING

Ongoing Financial Advisory Services by Edward Jones Investment

Document date: Dec 18, 2024

What it covers

The Tahoe Douglas Fire Protection District continues its ongoing engagement with Edward Jones Investment for portfolio management, including municipal bonds and CDs, with no management fees. The advisor meets with District leadership biannually to discuss investment strategy.

Who holds it

Edward Jones Investment holds this financial services contract with Tahoe Douglas Fire Protection District. Its other public contracts on record include work for City of Ceylon and Indian Valley Recreation And Park District.

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Contract details

Contract type: Financial Services
Document date: December 18, 2024
Vendor: Edward Jones Investment
Agency: Tahoe Douglas Fire Protection District
Source document: tahoe-douglas-fire-protection-district-draft-meeting-minutes-2024-12-18_dac.pdf (Draft Meeting Minutes)

Edward Jones Investment's other public contracts

City of Ceylon, MinnesotaCeylon Approves Edward Jones Investment Fund Transfer · Sep 8, 2026$13K Indian Valley Recreation And Park District, CaliforniaBoard to Meet with Edward Jones Investment Advisor · Jan 29, 2026Undisclosed Mason County School District, KentuckyEmployee Annuity Payment to Edward Jones Approved · Jun 18, 2024$120 Mason County School District, KentuckyEdward Jones Retirement Investment Payment · Jun 4, 2024$120 Mason County School District, West VirginiaRetirement or Financial Services Payment to Edward Jones Investment · May 15, 2024$120 All Edward Jones Investment contractsVendor profile

More Tahoe Douglas Fire Protection District contracts

ANTHEMFire District Reports Successful Transition To Anthem Plan · Sep 23, 2026Undisclosed Edward JonesFire District Reviews Investment Portfolio With Edward Jones · Sep 23, 2026Undisclosed Tahoe Community FoundationFire District Considers Tahoe Community Foundation Fund · Sep 23, 2026Undisclosed Ap TritonFire District Reviews Potential AP Triton Coverage Study · Sep 23, 2026Undisclosed Tahoe Community FoundationFire District Considers Capital Fund With Tahoe Foundation · Sep 23, 2026Undisclosed All Tahoe Douglas Fire Protection District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Tahoe Douglas Fire Protection District?

Edward Jones Investment was awarded this financial services contract by Tahoe Douglas Fire Protection District, as recorded on December 18, 2024.

What type of contract is this?

This is a Financial Services contract, documented as a draft meeting minutes record.

Where was this contract approved?

This contract appears in tahoe-douglas-fire-protection-district-draft-meeting-minutes-2024-12-18_dac.pdf (Draft Meeting Minutes), dated December 18, 2024 from Tahoe Douglas Fire Protection District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Edward Jones Investment hold?

Edward Jones Investment may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is Tahoe Douglas Fire Protection District currently buying?

Explore Tahoe Douglas Fire Protection District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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