Jennifer B. Sokoler
Special Assistant to the President, Associate Counsel & Chief of Staff to the White House Counsel
Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $2.8 M
Salary
- $130 K
Employment
- Started 07/01/2022
Financial Disclosure Details - OGE Form 278e (04/10/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | New York, New York | Counsel | 1/2021 | |
2 | New York, New York | Adjunct Professor | 1/2021 | |
3 | New York, New York | Board Member | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | O'Melveny & Myers LLP (law firm) | Benefits Payout | $11,466 | |
2 | Roth IRA | |||
2.1 | I-Shares S&P 500 ETF | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Shares Core S&P Total US Market | $15,001 - $50,000 | None (or less than $201) | |
3 | O'Melveny & Myers defined contribution plan: | |||
3.1 | Fidelity Freedom Index 2050 Fund | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions. | 1/2017 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brookfield Asset Management | salary | ||
2 | Brookfield Asset Management, 401(k) plan: | |||
2.1 | American Century Retirement Portfolio 2045 | $15,001 - $50,000 | None (or less than $201) | |
3 | IRA #1 | |||
3.1 | iShares Core S&P 500 ETF (IVV) | $100,001 - $250,000 | None (or less than $201) | |
3.2 | iShares Core MSCI EAFE ETF (IEFA) | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Cash Sweep account | $1,001 - $15,000 | None (or less than $201) | |
4 | IRA #2 | |||
4.1 | iShares Core MSCI EAFE ETF (IEFA) | $15,001 - $50,000 | None (or less than $201) | |
4.2 | iShares Core S&P 500 ETF (IVV) | $250,001 - $500,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Metlife Whole Life Insurance Policy | $100,001 - $250,000 | None (or less than $201) | |
2 | Sacra Inc (investment analysis) | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. brokerage account #1 | |||
3.1 | Fidelity Total Bond ETF (FBND) | $1,001 - $15,000 | $201 - $1,000 | |
3.2 | iShares Core S&P 500 ETF (IVV) | $100,001 - $250,000 | $1,001 - $2,500 | |
3.3 | cash sweep account | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. brokerage account #2 | |||
4.1 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $100,001 - $250,000 | $1,001 - $2,500 | |
4.2 | iShares US Home Construction ETF (ITB) | $15,001 - $50,000 | None (or less than $201) | |
4.3 | iShares Core S&P Small-Cap ETF (IJR) | $50,001 - $100,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Alphabet, Inc. (GOOGL) | Sale | 02/01/2021 | $15,001 - $50,000 |
2 | Alphabet, Inc. (GOOGL) | Sale | 02/01/2021 | $15,001 - $50,000 |
3 | Tesla, Inc. (TSLA) | Sale | 02/01/2021 | $15,001 - $50,000 |
4 | Apple, Inc. (AAPL) | Sale | 03/11/2021 | $50,001 - $100,000 |
5 | Amazon.com, Inc. (AMZN) | Sale | 03/11/2021 | $50,001 - $100,000 |
6 | iShares Core S&P 500 ETF (IVV) | Purchase | 03/11/2021 | $100,001 - $250,000 |
7 | iShares Core S&P 500 ETF (IVV) | Purchase | 02/02/2021 | $100,001 - $250,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | American Education Services | $15,001 - $50,000 | 2007 | 120 months |
2 | Firstmark Services | $10,001 - $15,000 | 2005 | 15 years |
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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