Jason Bruno
Director, Office Of Trust Risk, Evaluation And Compliance
Estimated Net Worth
- $523 K - $1.8 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/11/2023)
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 | American Funds Roth IRA | |||
1.1 | The Growth Fund of America Class A Shares - AGTHX | $1,001 - $15,000 | $5,001 - $15,000 | |
1.2 | Washington Mutual Invs Fd CIA Shs - AWSHX | $1,001 - $15,000 | $5,001 - $15,000 | |
2 | NFS - Mutual Fund Strategist Rollover IRA | |||
2.1 | Fidelity Government Cash Reserves Shs - FDRXX | $1,001 - $15,000 | None (or less than $201) | |
2.2 | BlackRock Advantage Small Cap Core Fund Class K Shares (BDSKX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | BlackRockEmerging Markets Fund, Inc Class K Shares (MKDCX) | $1,001 - $15,000 | $1,001 - $2,500 | |
2.4 | Hartford Core Equity Fund Class I Shares (HGIIX) | $15,001 - $50,000 | $5,001 - $15,000 | |
2.5 | MFS International Diversification Fund Class R6 Shares (MDIZX) | $15,001 - $50,000 | $201 - $1,000 | |
2.6 | T Rowe Price Blue Chip Growth Fund, Inc Class I Shares (TBCIX) | $15,001 - $50,000 | $2,501 - $5,000 |
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 | Greenspring Village, Inc. (Retirement Community) | salary | ||
2 | Spouse IRA #1 | |||
2.1 | American Balanced Fund Class F3 Shares (AFMBX) | $15,001 - $50,000 | $2,501 - $5,000 | |
2.2 | Capital Income Builder Class F3 Shares (CFIHX) | $15,001 - $50,000 | $1,001 - $2,500 | |
2.3 | Capital World Growth & Income Fund Class F3 Shares (FWGIX) | $15,001 - $50,000 | $2,501 - $5,000 | |
2.4 | Investment Company of America Class F3 Shares (FFICX) | $15,001 - $50,000 | $5,001 - $15,000 | |
2.5 | American SMALLCAP World Fund, Inc Class F3 Shares (SFCWX) | $1,001 - $15,000 | $201 - $1,000 | |
2.6 | American Funds Strategic Bond Fund Class F3 Shares (ANBGX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | American Funds Bond Fund of America F3 (BFFAX) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Growth Fund of America Class F3 Shares (GAFFX) | $1,001 - $15,000 | $1,001 - $2,500 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Credit Union Checking/Savings | $50,001 - $100,000 | Interest | $201 - $1,000 |
2 | 529 Virginia Savings Plan | |||
2.1 | Portfolio 2019 | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Portfolio 2022 | $100,001 - $250,000 | None (or less than $201) | |
2.3 | Portfolio 2022 | cash payments | $15,400 | |
3 | Brokerage Account | |||
3.1 | AMCAP Fund Class A Shares (AMCPX) | $15,001 - $50,000 | $1,001 - $2,500 | |
3.2 | American Funds Fundamental Investors Class A Shares (ANCFX) | $15,001 - $50,000 | $1,001 - $2,500 | |
3.3 | New Perspective Fund Class A Shares (ANWPX) | $1,001 - $15,000 | $1,001 - $2,500 | |
3.4 | Fidelity Government Money Market Fund Capital Reserves Class (FZAXX) | None (or less than $1,001) | 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 |
|---|---|---|
6 | 4.3 | Bank Deposit Sweep Program |
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