Observations
- Millionaire
Estimated Net Worth
- $1.1 M - $2.5 M
Salary
- Unknown
Employment
- Started 10/25/2021
Records
Financial Disclosure Details - OGE Form 278e (11/16/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Foundation President | 10/2021 | |
2 | Washington, District of Columbia | Contract Yoga Teacher | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | JPMorgan Chase & Co, defined benefit plan | $1,001 - $15,000 | None (or less than $201) | |
2 | JB IRA | |||
2.1 | Fidelity 500 Index | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Fidelity International Index Fund | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Vanguard 500 Growth Fund | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Vangaurd International Equity Index Fund | $1,001 - $15,000 | None (or less than $201) | |
2.5 | IShares S&P Growth ETF | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Health Care Sector SPDR Fund | $1,001 - $15,000 | None (or less than $201) | |
2.7 | IShares Global Tech Fund | $15,001 - $50,000 | None (or less than $201) | |
2.8 | IShares Canada ETF | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York City, New York | I continue to participate in this defined contribution plan but neither JP Morgan Chase not I make any further contributions. | 7/2013 | |
2 | New York City, New York | I will continue to participate in this defined benefit plan. | 7/2013 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington, District of Columbia | Managing Director and President of the JP Morgan Chase Foundation |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Roth IRA | |||
1.1 | U.S. bank (cash sweep account) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Schwab Value Adtantage | None (or less than $1,001) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Maryland 529- Portfolio 2033 | $15,001 - $50,000 | None (or less than $201) | |
2 | U.S. bank (cash account) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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