Jake Levene

Reported Asset Values
$443K–$1.2M

The data on this page comes from a financial disclosure filed by Jake Levene, who was picked to be: Senior Advisor for Special Projects, Office of the Deputy Secretary, Department of Health & Human Services in March, 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)

OrganizationPosition heldEndnoteLine No.
Rubicon Spirits Company, LLCCEO, 7/2024 - PresentFiler is working to divest this asset.1
Pin Drop RumCOO, 8/2021 - 3/20242
MAHA ActionConsultant, 11/2024 - 2/20253
Educational Consultants, Inc.Consultant, 10/2024 - 11/20244
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)

DescriptionValueIncomeIncome TypeEndnoteLine No.
Rubicon Spirits Company, LLC (Rubicon Spirits Company, LLC is a producer and importer of spirits products)$1,001 - $15,000None (or less than $201)1
Pin Drop Rum, restricted stock units$50,001 - $100KNone (or less than $201)2
Pin Drop Rum (Pin Drop Rum is a producer and importer of premium rum.)$18,839Salary3
Educational Consultants, Inc. (EduConsults is a college guidance consulting company.)$3,075Consulting Fees4
MAHA Action (MAHA Action is a non-profit focused on advocacy around chronic disease.)$15,000Consulting Fees5
Related Companies, L.P., 401(k) plan6
NYLI Winslow Large Cap Growth Fund (MLRSX)$15,001 - $50,000None (or less than $201)6.1
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)

OrganizationAgreementEndnoteLine No.
Pin Drop RumI will seek permission to divest these RSUs. (2021-10-01)1
Related Companies, L.P.I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. (2018-08-01)2
Compensation

Officials are required to disclose the sources of any compensation above $5,000 in a year. (Form 278e, Part 4)

OrganizationDescriptionEndnoteLine No.
Pin Drop RumServices as COO1
MAHA ActionServices as Consultant2
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)

DescriptionValueIncomeIncome TypeEndnoteLine No.
U.S. Bank #1 (Cash)$100K - $250K$201 - $1,000Interest1
U.S. Bank #2 (Cash)$15,001 - $50,000None (or less than $201)2
Coinbase account3
Ethereum$1,001 - $15,000None (or less than $201)3.1
Bitcoin$15,001 - $50,000None (or less than $201)3.2
Chainlink$15,001 - $50,000None (or less than $201)3.3
BROKERAGE ACCOUNT4
Vanguard Treasury Money Market Fund (VUSXX)$100K - $250K$5,001 - $15,0004.1
Vanguard Federal Money Market Fund (VMFXX)$1,001 - $15,000$1,001 - $2,5004.2
VANGUARD S&P 500 ETF (VOO)$15,001 - $50,000$201 - $1,0004.3
Vanguard 500 Index Fund (VFIAX)$100K - $250K$1,001 - $2,5004.4
Vanguard Total Stock Market ETF (VTI)$15,001 - $50,000$201 - $1,0004.5

Journalism That Holds Power to Account

Sign up for ProPublica’s Big Story newsletter and get our latest stories delivered straight to your inbox.