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Jonathan Andrew Berry

Labor (joined: April 9, 2018)

Principal Deputy Assistant Secretary, Office of the Assistant Secretary for Policy | $174,500 | Financial Disclosure »

Former Positions Outside Government

Former Compensation Sources

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Morgan, Lewis & Bockius LLP (law firm) $308,703
Vanguard Prime Money Market Fund Admiral Shares $15,001 - $50,000
ISHARES RUSSELL 1000 GRW ETF $1,001 - $15,000
DEUTSCHE X-TRACKERS MSCI EAF $1,001 - $15,000
CAUSEWAY INTL VALUE INSTL $1,001 - $15,000
ISHARES RUSSELL 1000 VALUE ETF $1,001 - $15,000
AMER CENT EQI INC INV $1,001 - $15,000
WISDOMTREE TRUST JAPN HEDGE EQ $1,001 - $15,000
METROPOLITAN WEST TOT RET BD I $1,001 - $15,000
ISHARES RUSSELL MIDCAP V ETF $1,001 - $15,000
LORD ABBETT SHT DURATION INC F $1,001 - $15,000
AQR MANAGED FUTURES STRATEGY I $1,001 - $15,000
IVY MID CAP GROWTH I $1,001 - $15,000
ISHARES RUSSELL 2000 GRWTH ETF $1,001 - $15,000
ISHARES RUSSELL MIDCAP G ETF $1,001 - $15,000
VIRTUS INSIGHT EMERG MKTS I $1,001 - $15,000
E V INCOME FUND OF BOSTON I $1,001 - $15,000
PIMCO FOREIGN BD US $ HEDGED P $1,001 - $15,000
DELAWARE INV SM CAP VAL INST $1,001 - $15,000
Honorarium - 7/31/2016 None (or less than $1,001) $500
HSA from Morgan, Lewis & Bockius LLP $1,001 - $15,000 None (or less than $201)

Other Income/Assets

Description Value Income
Bank account $100,001 - $250,000 None (or less than $201)
Personal residence (basement apartment rented) $250,001 - $500,000 $5,001 - $15,000

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
Morgan, Lewis & Bockius LLP Washington, District of Columbia I ceased participating in this defined contribution plan after my separation. I am in the process of rolling over my plan monies into the TSP. Sept. 16, 2016

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
Citibank Student Loan $15,001 - $50,000 2.25% 2008
Bank of America Mortgage on Personal Residence $100,001 - $250,000 3.25 2014

Spouse's Employment Assets

Description Value Income Type Income Amount
ISHARES RUSSELL 1000 GRW ETF $15,001 - $50,000
DEUTSCHE X-TRACKERS MSCI EAF $1,001 - $15,000
CAUSEWAY INTL VALUE INSTL $1,001 - $15,000
ISHARES RUSSELL 1000 VALUE ETF $1,001 - $15,000
AMER CENT EQI INC INV $1,001 - $15,000
WISDOMTREE TRUST JAPN HEDGE EQ $1,001 - $15,000
METROPOLITAN WEST TOT RET BD I $1,001 - $15,000
ISHARES RUSSELL MIDCAP V ETF $1,001 - $15,000
LORD ABBETT SHT DURATION INC F $1,001 - $15,000
AQR MANAGED FUTURES STRATEGY I $1,001 - $15,000
IVY MID CAP GROWTH I $1,001 - $15,000
ISHARES RUSSELL 2000 GRWTH ETF $1,001 - $15,000
ISHARES RUSSELL MIDCAP G ETF $1,001 - $15,000
VIRTUS INSIGHT EMERG MKTS I $1,001 - $15,000
E V INCOME FUND OF BOSTON I $1,001 - $15,000
PIMCO FOREIGN BD US $ HEDGED P $1,001 - $15,000
DELAWARE INV SM CAP VAL INST $1,001 - $15,000
ISHARES RUSSELL 2000 VALUE ETF $1,001 - $15,000

Do you know something about Jonathan Andrew Berry? Send us an email at [email protected] or send a Signal message to 347-244-2134.

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