Jennifer B. Sokoler
Special Assistant to the President, Associate Counsel & Chief of Staff to the White House Counsel
Estimated Net Worth
  • estimated net worth
    $1.2 M - $2.8 M
Salary
  • salary
    $130 K
Employment
  • Started 07/01/2022

Financial Disclosure Details - OGE Form 278e (04/10/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
New York, New York
Counsel
1/2021
2
New York, New York
Adjunct Professor
1/2021
3
New York, New York
Board Member
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
O'Melveny & Myers LLP (law firm)
Benefits Payout
$11,466
2
Roth IRA
2.1
I-Shares S&P 500 ETF
$15,001 - $50,000
None (or less than $201)
2.2
Shares Core S&P Total US Market
$15,001 - $50,000
None (or less than $201)
3
O'Melveny & Myers defined contribution plan:
3.1
Fidelity Freedom Index 2050 Fund
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions.
1/2017

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
Brookfield Asset Management
salary
2
Brookfield Asset Management, 401(k) plan:
2.1
American Century Retirement Portfolio 2045
$15,001 - $50,000
None (or less than $201)
3
IRA #1
3.1
iShares Core S&P 500 ETF (IVV)
$100,001 - $250,000
None (or less than $201)
3.2
iShares Core MSCI EAFE ETF (IEFA)
$15,001 - $50,000
None (or less than $201)
3.3
Cash Sweep account
$1,001 - $15,000
None (or less than $201)
4
IRA #2
4.1
iShares Core MSCI EAFE ETF (IEFA)
$15,001 - $50,000
None (or less than $201)
4.2
iShares Core S&P 500 ETF (IVV)
$250,001 - $500,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Metlife Whole Life Insurance Policy
$100,001 - $250,000
None (or less than $201)
2
Sacra Inc (investment analysis)
$1,001 - $15,000
None (or less than $201)
3
U.S. brokerage account #1
3.1
Fidelity Total Bond ETF (FBND)
$1,001 - $15,000
$201 - $1,000
3.2
iShares Core S&P 500 ETF (IVV)
$100,001 - $250,000
$1,001 - $2,500
3.3
cash sweep account
$15,001 - $50,000
None (or less than $201)
4
U.S. brokerage account #2
4.1
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
$100,001 - $250,000
$1,001 - $2,500
4.2
iShares US Home Construction ETF (ITB)
$15,001 - $50,000
None (or less than $201)
4.3
iShares Core S&P Small-Cap ETF (IJR)
$50,001 - $100,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
Alphabet, Inc. (GOOGL)
Sale
02/01/2021
$15,001 - $50,000
2
Alphabet, Inc. (GOOGL)
Sale
02/01/2021
$15,001 - $50,000
3
Tesla, Inc. (TSLA)
Sale
02/01/2021
$15,001 - $50,000
4
Apple, Inc. (AAPL)
Sale
03/11/2021
$50,001 - $100,000
5
Amazon.com, Inc. (AMZN)
Sale
03/11/2021
$50,001 - $100,000
6
iShares Core S&P 500 ETF (IVV)
Purchase
03/11/2021
$100,001 - $250,000
7
iShares Core S&P 500 ETF (IVV)
Purchase
02/02/2021
$100,001 - $250,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
American Education Services
$15,001 - $50,000
2007
120 months
2
Firstmark Services
$10,001 - $15,000
2005
15 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

Do you have information about Jennifer B. Sokoler that is missing from this database?

Drop us a line at [email protected].

We want your help. If you have any additional information about an appointee that is or isn’t in our database, or any corrections, let us know via email at [email protected] .

© 2024 Book Plum. All rights reserved