Jacob Braun
Senior Advisor
Estimated Net Worth
  • estimated net worth
    $1.2 M - $2.8 M
Salary
  • salary
    Unknown
Employment
  • Started 02/19/2021

Financial Disclosure Details - OGE Form 278e (04/25/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Chicago, Illinois
Lecturer and Executive Director
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
University of Chicago
Salary
$24,832
2
Cambridge Toma, LLC
$1,001 - $15,000
None (or less than $201)
3
Cambridge Global Advisors 401K
3.1
Fidelity FreedomIndex 2040
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Chicago, Illinois
Will continue as lecturer
2/2021
2
Cambridge Global Advisors, LLC
Washington, District of Columbia
I will continue to participate in this defined contribution plan after my separation. The plan sponsor will no longer make contributions to the plan.
7/2013

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
iShares MSCI EAFE International Index Fund Class K Shares (BTMKX)
$15,001 - $50,000
$1,001 - $2,500
2
MFS Research International Fund Class R6 Shares (MRSKX)
$15,001 - $50,000
$201 - $1,000
3
Ishares Core S&P 500 ETF
$100,001 - $250,000
$1,001 - $2,500
4
Vanguard 500 Index Fund
$500,001 - $1,000,000
$5,001 - $15,000
5
Vanguard Total International Bond Index
$1,001 - $15,000
$201 - $1,000
6
Dodge & Cox Income
$1,001 - $15,000
None (or less than $201)
7
Ishares MSCI EAFE ETF
$1,001 - $15,000
$201 - $1,000
8
Ishares MSCI Japan ETF New
$1,001 - $15,000
None (or less than $201)
9
Fidelity 500 Index
$1,001 - $15,000
None (or less than $201)
10
JPMorgan US Equity CL R6
$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
1
1
Ethics approval received.
2
2
Ownership share obtained during previous employment with company.
6
27
Passive ownership share investment in company.

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