Jordan G. Finkelstein
Special Assistant to the President and Chief of Staff to the Senior Advisor (Departed Administration)
Estimated Net Worth
- $53 K - $270 K
Salary
- $63 K
Employment
- 01/15/2023 - 07/31/2024
Departed Administration
- Yes
Post Appointment Role
- Advisory Role (Future Forward)
Financial Disclosure Details - OGE Form 278e (04/11/2024)
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 | IRA #1 | |||
1.1 | Principal SAM Strategic Growth Portfolio Class J Shares (PSWJX) | $1,001 - $15,000 | None (or less than $201) | |
2 | SKDKnickerbocker, defined contribution plan: | |||
2.1 | Principal LifeTime Hybrid 2060 CIT | $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 |
|---|---|---|---|
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 | 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 | Vanguard Real Estate Index Fund Admiral Shares (VGSLX) | $1,001 - $15,000 | None (or less than $201) | |
7 | Vanguard Mid-Cap Value Index Fund Admiral Class Shares (VMVAX) | $15,001 - $50,000 | None (or less than $201) | |
8 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $15,001 - $50,000 | None (or less than $201) | |
9 | Vanguard International High Dividend Yield Index Fund ETF Shares (VYMI) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Fundrise Growth eREIT III | Sale | 04/04/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | Democratic National Committee | Washington, District of Columbia | Airline tickets, hotel rooms, meals, ground transportation in connection with attendance at an engagement in Chicago, Illinois (September 13, 2023). | 2968.49 |
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
Do you have information about Jordan G. Finkelstein that is missing from this database?
Drop us a line at [email protected].