Jose Javier Rodriguez
Estimated Net Worth
  • estimated net worth
    $267 K - $1.2 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/05/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Coral Gables, Florida
Attorney & non- equity partner
Present
2
Miami, Florida
Principal/attorne y
Present
3
Tallahassee, Florida
State Senator
11/2020

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
SUGARMAN & SUSSKIND, P.A., contingency fee case (value not readily ascertainable)
None (or less than $201)
2
Jose Javier Rodriguez, P.A. (solo legal practice)
$100,001 - $250,000
Legal fees
$146,238
3
Roth IRA
3.1
CHARGEPOINT HOLDINGS INC
$1,001 - $15,000
None (or less than $201)
3.2
HARTFORD CLIMATE OPPORTUNITIES CL I
$15,001 - $50,000
None (or less than $201)
3.3
ISHARES TR GL CLEAN ENE ETF
$1,001 - $15,000
None (or less than $201)
3.4
ETFMG ALTERNATIVE HARVEST ETF
$1,001 - $15,000
None (or less than $201)
3.5
RESTAURANT BRANDS INTERNATIONAL INC COM N
$1,001 - $15,000
None (or less than $201)
3.6
INVESCO EXCH TRADED FD TR II SOLAR ETF
$1,001 - $15,000
None (or less than $201)
3.7
TWITTER INC
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Coral Gables, Florida
Upon my resignation, I will retain an interest in the proceeds of a matter currently in litigation where the representation is on a contingency fee basis pursuant to a contract with First Law Strategy Group, LLC (Philadelphia, PA) and the corresponding client.
8/2019
2
Miami, Florida
I will end my PA's contractual arrangement with Sugarman & Susskind, withdraw from all appearances and otherwise terminate representation of all clients; but the PA will retain an interest in the proceeds of five matters where the representation is on a contingency fee basis pursuant to contracts with Kelley Uustal PLC (Fort Lauderdale, FL); Tache, Bronis and Descalzo, P. A. (Miami, Florida); McPharlin Law (Fort Lauderdale, FL); The Quackenbush Law Firm (Fort Lauderdale, FL); Boggs Law Group, P.A. (St. Petersburg, FL); and the corresponding clients.
8/2016
3
Tallahassee, Florida
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
9/2006
4
Tallahassee, Florida
I will continue to participate in this defined benefit plan.
11/2012
5
Miami, Florida
My solo legal practice will be inactive during my appointment and all outstanding client fees will be fixed before I enter government service.
8/2016
6
Tallahassee, Florida
I will continue to participate in group term life insurance from the State of Florida. I will continue to pay the full premiums.
11/2020

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Coral Gables, Florida
Attorney & non-equity partner
2
Miami, Florida
Principal & attorney
3
Tallahassee, Florida
State legislator through November 2020.
4
Aventura, Florida
Legal services (client of Sugarman & Susskind)
5
Dania Beach, Florida
Legal services (client of Sugarman & Susskind)
6
Miami, Florida
Legal services (client of Sugarman & Susskind)
7
Miami, Florida
Legal services (client of Sugarman & Susskind)
8
Orlando, Florida
Legal services (client of Sugarman & Susskind)
9
Tampa, Florida
Legal services (client of Sugarman & Susskind)
10
Palm Beach Gardens, Florida
Legal services (client of Sugarman & Susskind)

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
The Nature Conservancy
salary
2
Sonia LLC - environmental consulting business
$15,001 - $50,000
business income
3
Roth IRA
3.1
Gamestop Corporation Com US
$1,001 - $15,000
None (or less than $201)
3.2
ETFMG Alternative Harvest ETF
$1,001 - $15,000
None (or less than $201)
4
403(b) The Everglades Foundation
4.1
The Everglades Foundation, Inc. Defined Contribution Plan
4.1.1
TIAA-CREF Lifecycle 2040 Fund - Retirement Class (TCLOX)
$1,001 - $15,000
None (or less than $201)
4.2
The Everglades Foundation, Inc. Tax Deferred Annuity
4.2.1
TIAA Traditional
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank account (cash)
$15,001 - $50,000
None (or less than $201)
2
brokerage account #1
2.1
INVESCO EXCH TRADED FD TR II S&P GBL WATER
$1,001 - $15,000
None (or less than $201)
2.2
HARTFORD CLIMATE OPPORTUNITIES CL I
$1,001 - $15,000
None (or less than $201)
3
brokerage account #2
3.1
AMC ENTERTAINMENT HOLDINGS INC
$1,001 - $15,000
None (or less than $201)
3.2
INVESCO EXCH TRADED FD TR II S&P GBL WATER
$15,001 - $50,000
None (or less than $201)
3.3
FIDELITY STRATEGIC INCOME FUND
$1,001 - $15,000
None (or less than $201)
3.4
GAMESTOP CORPORATION COM USD0.001 CLAS
$1,001 - $15,000
None (or less than $201)
3.5
HARTFORD CLIMATE OPPORTUNITIES CL I
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
US Direct Loans
$15,001 - $50,000
2011
200 months
2
Truist Financial Corporation
$15,001 - $50,000
2020
75 months

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
2
Legal fees reported include those received from Sugarman & Susskind, P.A.
2
3.5
Divested subsequent to filing
8
2
Unsecured auto loan.

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