Jessica A Smith
Principle Deputy Director
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.6 M - $4.4 M
Salary
  • salary
    $170 K
Employment
  • Started 12/05/2021

Financial Disclosure Details - OGE Form 278e (04/15/2023)

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
J Street - retirement plan
1.1
Voya Intermediate Bond Port S
$1,001 - $15,000
None (or less than $201)
1.2
VY TRowePrice Eqty Income Pt Srv
$15,001 - $50,000
None (or less than $201)
1.3
Voya U.S. Stock Index Port Inst
$15,001 - $50,000
None (or less than $201)
1.4
Victory Sycmr Sm Comp Opporty Fd R
$15,001 - $50,000
None (or less than $201)
1.5
Inv Dev Mrkts Fd A
$15,001 - $50,000
None (or less than $201)
2
Burson-Marsteller WPP
2.1
Vanguard Target Retire 2040
$100,001 - $250,000
None (or less than $201)
3
Fenton Communications - retirement plan
3.1
John Hancock Multimanager Growth LS
$15,001 - $50,000
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, but the plan sponsor no longer makes contributions.
4/2017
2
Burson-Marsteller WPP
Washington, District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
2/2013
3
Fenton Communications
New York, New York
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
2/2003

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
Venn Strategies (Consulting firm)
salary + bonuses + commissions
2
Convenntus (Consulting/ DC Hill events)
$1,001 - $15,000
commissions + dividends (part ownership interest)
3
Venn Strategies 401K Profit Sharing Plan
3.1
AMER FUNDS EUROPACFIC R6
$50,001 - $100,000
None (or less than $201)
3.2
AMER FUNDS NEW WORLD R6
$15,001 - $50,000
None (or less than $201)
3.3
AMER FUNDS SMALLCAP R6
$15,001 - $50,000
None (or less than $201)
3.4
Vanguard Small Cap Value Index ADM
$15,001 - $50,000
None (or less than $201)
3.5
VANG MIDCAP VAL INDEX ADM
$15,001 - $50,000
None (or less than $201)
3.6
VANG EQUITY INCOME ADM
$50,001 - $100,000
None (or less than $201)
3.7
VANG GROWTH INDEX ADM
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank account #1
$1,001 - $15,000
None (or less than $201)
2
U.S. bank account #2
$50,001 - $100,000
Interest
None (or less than $201)
3
U.S. bank account #3
$50,001 - $100,000
Interest
$201 - $1,000
4
DC College Savings 529 (DC #1)
None (or less than $201)
4.1
2031 Portfolio
$50,001 - $100,000
None (or less than $201)
5
DC College Savings 529 (DC #2)
None (or less than $201)
5.1
2034 Portfolio
$50,001 - $100,000
None (or less than $201)
6
T. Rowe Price 529 (DC #1)
None (or less than $201)
6.1
PORTFOLIO 2033
$50,001 - $100,000
None (or less than $201)
7
Residential real estate #1, Washington, DC
$500,001 - $1,000,000
Rent or Royalties
$15,001 - $50,000

Transactions

#
Description
Type
Date
Amount
1
JPMorgan Emerging Markets Equity Fund Class I Shares (JEMSX)
Purchase
05/19/2022
$1,001 - $15,000
2
JPMorgan Emerging Markets Research Enhanced Equity Fund Class I Shares (EMREX)
Purchase
05/19/2022
$1,001 - $15,000
3
HLEIX
Purchase
05/19/2022
$1,001 - $15,000
4
JEPIX
Purchase
05/19/2022
$1,001 - $15,000
5
HLQVX
Purchase
05/19/2022
$1,001 - $15,000
6
JPMorgan Growth Advantage Fund Class I Shares (JGASX)
Purchase
05/19/2022
$1,001 - $15,000
7
JPMorgan International Research Enhanced Equity ETF JPMorgan International Research Enhanced Equity ETF (JIRE)
Purchase
05/19/2022
$1,001 - $15,000
8
JPMorgan Large Cap Growth Fund Class I Shares (SEEGX)
Purchase
05/19/2022
$1,001 - $15,000
9
VSIEX
Purchase
05/19/2022
$1,001 - $15,000
10
Artisan Value Fund Advisor Class Shares (APDLX)
Sale
05/19/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
SunTrust
$250,001 - $500,000
2015
30 years
2
Wells Fargo
$100,001 - $250,000
2012
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
8
1
Paid off this mortgage in January of 2022

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