James Wise
Senior Advisor
Estimated Net Worth
  • estimated net worth
    $99 K - $310 K
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (04/23/2024)

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
Sound Shore Fund, Inc Investor Class Shares (SSHFX)
$15,001 - $50,000
$1,001 - $2,500

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
1
Bella Notte Event Company, Sole Proprietor
$15,001 - $50,000
Business Income
2
Roth IRA
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank #1 (cash)
$15,001 - $50,000
Interest
$2,501 - $5,000
2
U.S. Bank #2 (cash)
$1,001 - $15,000
Interest
None (or less than $201)
3
Sofi Brokerage Account
$1,001 - $15,000
None (or less than $201)
4
U.S. Series I Savings Bond
$1,001 - $15,000
Interest
None (or less than $201)
5
U.S. Bank #3 (cash)
$50,001 - $100,000
Interest
$201 - $1,000

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
5
2
No single underlying asset is valued over $1,000.
6
3
No assets with value of $1,000 or greater.

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