Jordan G. Finkelstein
Special Assistant to the President and Chief of Staff to the Senior Advisor (Departed Administration)
Estimated Net Worth
  • estimated net worth
    $53 K - $270 K
Salary
  • 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

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