Jordan G Finkelstein
Special Assistant to the President and Chief of Staff to the Senior Advisor
Estimated Net Worth
- $54 K - $287 K
Salary
- $63 K
Employment
- Started 01/15/2023
Records
Financial Disclosure Details - OGE Form 278e (01/31/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Director | 5/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | SKDKnickerbocker (Public affairs firm) | Salary/Bonus | $58,724 | |
2 | IRA #1 | |||
2.1 | Principal SAM Strategic Growth Portfolio Class J Shares (PSWJX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 8/2020 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington, District of Columbia | Consulting services | |
2 | Pivotal Ventures | Washington, District of Columbia | Consulting services |
3 | Center for American Progress Action | Washington, District of Columbia | Consulting services |
4 | Future Forward d/b/a OpenLabs | Washington, District of Columbia | Consulting services |
5 | Washington, District of Columbia | Consulting services | |
6 | Washington, District of Columbia | Consulting services |
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 | Principal SAM Strategic Growth Portfolio Class J Shares (PSWJX) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. bank #1 (checking) | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. bank #1 (money market) | $1,001 - $15,000 | None (or less than $201) | |
4 | Harbor Capital Appreciation Fund Institutional Class Shares (HACAX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Principal LifeTime Hybrid 2065 Fund Class J Shares (PHJDX) | $1,001 - $15,000 | None (or less than $201) | |
6 | Fundrise Investments | $1,001 - $15,000 | None (or less than $201) | |
6.1 | Growth eREIT III | $1,001 - $15,000 | None (or less than $201) | |
6.2 | Development eREIT | None (or less than $1,001) | $201 - $1,000 | |
7 | Vanguard Real Estate Index Fund Admiral Shares (VGSLX) | $1,001 - $15,000 | None (or less than $201) | |
8 | Vanguard Mid-Cap Value Index Fund Admiral Class Shares (VMVAX) | $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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