Jonathan J Finer
Assistant to the President and Principal Deputy National Security Advisor
Observations
- Millionaire
Estimated Net Worth
- $1.7 M - $7.2 M
Salary
- $180 K
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (05/08/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Roth IRA | |||
1.1 | iShares Core MSCI EAFE ETF (IEFA) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | iShares Core MSCIEmerging Markets ETF (IEMG) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | iShares Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | iShares Core S&P 500 ETF (IVV) | $15,001 - $50,000 | None (or less than $201) | |
2 | IRA Rollover | |||
2.1 | Riverbridge Growth Fund Institutional Class Shares (RIVBX) | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $100,001 - $250,000 | None (or less than $201) | |
2 | U.S. bank #2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | Martin Currie Emerging Markets Fund Class I Shares (MCEIX) | $1,001 - $15,000 | None (or less than $201) | |
4 | T Rowe Price Overseas Stock Fund Class I Shares (TROIX) | $15,001 - $50,000 | $201 - $1,000 | |
5 | Templeton Developing Markets Trust Advisor Class Shares (TDADX) | $1,001 - $15,000 | $201 - $1,000 | |
6 | ClearBridge Large Cap Growth Fund Class I Shares (SBLYX) | $1,001 - $15,000 | None (or less than $201) | |
7 | ClearBridge Large Cap Value Fund Class I Shares (SAIFX) | $15,001 - $50,000 | $201 - $1,000 | |
8 | Brandywine GLOBAL -Global Opportunities Bond Fund Class I Shares (GOBIX) | $1,001 - $15,000 | $201 - $1,000 | |
9 | Delaware Corporate Bond Fund Institutional Class Shares (DGCIX) | $1,001 - $15,000 | $201 - $1,000 | |
10 | Franklin Liberty US Treasury Bond ETF (FLGV) | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Franklin LibertyQ US Equity ETF (FLQL) | Purchase | 08/31/2022 | $15,001 - $50,000 |
2 | Legg Mason Low Volatility High Dividend ETF (LVHD) | Purchase | 07/29/2022 | $1,001 - $15,000 |
3 | T Rowe Price Overseas Stock Fund Class I Shares (TROIX) | Purchase | 08/31/2022 | $1,001 - $15,000 |
4 | Brandywine GLOBAL -Global Opportunities Bond Fund Class I Shares (GOBIX) | Purchase | 07/29/2022 | $1,001 - $15,000 |
5 | Franklin Liberty U.S. Treasury Bond ETF Franklin Liberty U.S. Treasury Bond ETF (FLGV) | Purchase | 04/29/2022 | $1,001 - $15,000 |
6 | Franklin Liberty U.S. Treasury Bond ETF Franklin Liberty U.S. Treasury Bond ETF (FLGV) | Purchase | 08/31/2022 | $1,001 - $15,000 |
7 | Franklin Liberty US Core Bond ETF (FLCB) | Purchase | 04/29/2022 | $1,001 - $15,000 |
8 | iShares TIPS Bond ETF (TIP) | Purchase | 04/29/2022 | $1,001 - $15,000 |
9 | iShares Floating Rate Bond ETF (FLOT) | Purchase | 04/29/2022 | $1,001 - $15,000 |
10 | Western Asset Short-Term Bond Fund Class I Shares (SBSYX) | Purchase | 03/11/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | First Republic Bank | $1,000,001 - $5,000,000 | 2018 | 30 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 15 | The purchase of this asset was reported on the filer’s prior annual report, but the asset was inadvertently omitted from Part 6. |
6 | 16 | The purchase of this asset was reported on the filer’s prior annual report, but the asset was inadvertently omitted from Part 6. |
6 | 17 | The purchase of this asset was reported on the filer’s prior annual report, but the asset was inadvertently omitted from Part 6. |
6 | 18 | The purchase of this asset was reported on the filer’s prior annual report, but the asset was inadvertently omitted from Part 6. |
6 | 19 | The purchase of this asset was reported on the filer’s prior annual report, but the asset was inadvertently omitted from Part 6. |
6 | 20 | The purchase of this asset was reported on the filer’s prior annual report, but the asset was inadvertently omitted from Part 6. |
6 | 21 | The purchase of this asset was reported on the filer’s prior annual report, but the asset was inadvertently omitted from Part 6. |
6 | 22 | The purchase of this asset was reported on the filer’s prior annual report, but the asset was inadvertently omitted from Part 6. |
6 | 23 | The purchase of this asset was reported on the filer’s prior annual report, but the asset was inadvertently omitted from Part 6. |
6 | 24 | The purchase of this asset was reported on the filer’s prior annual report, but the asset was inadvertently omitted from Part 6. |
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