Jonathan Blum
The data on this page comes from a financial disclosure filed by Jonathan Blum, who was picked to be: Principal Deputy Assistant Secretary, Department of the Treasury in January, 2025. It is part of a collection of thousands of ethics documents ProPublica has been collecting from across the Trump administration.
Roles Outside Government
Officials are required to disclose paid or unpaid positions they hold or recently held outside the federal government, including roles as officer, director, trustee or employee. (Form 278e, Part 1)
| Organization | Position held | Endnote | Line No. |
|---|---|---|---|
| American Bankers Associstion | Vice President, Congressional Relations, 12/2022 - 1/2025 | 1 |
Employment Assets
Officials are required to disclose assets associated with their employment, including salary, retirement accounts, stocks, intellectual property and awards or prizes. (Form 278e, Part 2)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| American Bankers Associstion | $548K | Salary/Bonus | 1 | ||
| ABA 401(k) | 2 | ||||
| FIDELITY 500 INDEX FUND (FXAIX) | $50,001 - $100K | None (or less than $201) | 2.1 | ||
| FIDELITY MID CAP INDEX FUND (FSMDX) | $15,001 - $50,000 | None (or less than $201) | 2.2 | ||
| Fidelity International Index Fund (FSPSX) | $15,001 - $50,000 | None (or less than $201) | 2.3 | ||
| Fidelity Small Cap Index Fund (FSSNX) | $15,001 - $50,000 | None (or less than $201) | 2.4 |
Employment Agreements
Officials are required to disclose agreements relating to other jobs, including what will happen with any small businesses they own during government service and any continued health care coverage, planned leaves of absence, severance or bonuses. (Form 278e, Part 3)
| Organization | Agreement | Endnote | Line No. |
|---|---|---|---|
| American Bankers Assoc. | I will continue to participate in the defined contribution plan. The plan sponsor has not made any further contributions since my departure. (2022-12-01) | 1 |
Compensation
Officials are required to disclose the sources of any compensation above $5,000 in a year. (Form 278e, Part 4)
| Organization | Description | Endnote | Line No. |
|---|---|---|---|
| American Bankers Associstion | Services as Vice President, Congressional Relations | 1 |
Other Assets and Income
Officials are required to disclose other assets and sources of investment income belonging to them, their spouse or their dependent children. These include annuities, bonds, cash, college savings plans, farms, precious metals, real estate, stocks, trusts and wills. (Form 278e, Part 6)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| U.S. banking institution (cash account) | $50,001 - $100K | $5,001 - $15,000 | Interest | 1 | |
| U.S. banking institution (cash account) | $100K - $250K | $5,001 - $15,000 | Interest | 2 | |
| U.S. banking institution (cash account) | $50,001 - $100K | $5,001 - $15,000 | Interest | 3 | |
| Schwab brokerage account | 4 | ||||
| SCHWAB US BROAD MARKET ETF (SCHB) | $100K - $250K | None (or less than $201) | 4.1 | ||
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | $15,001 - $50,000 | None (or less than $201) | 4.2 | ||
| Schwab Emerging Markets Equity ETF (SCHE) | $1,001 - $15,000 | None (or less than $201) | 4.3 | ||
| Schwab International Small-Cap Equity ETF (SCHC) | $1,001 - $15,000 | None (or less than $201) | 4.4 |
Liabilities
Officials are required to disclose their liabilities totaling more than $10,000, as well as any linked to their spouse or dependent children. These include mortgages, credit card debt and student loans. The interest rates and loan repayment terms are also required. (Form 278e, Part 8)
| Creditor | Description | Endnote | Line No. |
|---|---|---|---|
| MOHELA | type: Student Loan, amount: $15,001 - $50,000, year-incurred: 2012, rate: 6.625, term: 192 Months | 1 |


