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David S. Jonas Nomination or Appointment Failed
Energy (joined: Sept. 3, 2017)
Senior Advisor | General Counsel | $179,700 | Financial Disclosure »
Bio, via Wake Forest University:
David S. Jonas (JD ‘81) wears many hats. From being a partner at Fluet, Herbert & Hoang to serving on a variety of nonprofit boards, Jonas is expected to become the next general counsel for the Department of Energy. On May 23, 2017, the Office of the Press Secretary reported President Donald J. Trump announced his intent to nominate some key positions in his Administration, Jonas being among the nominees. “Dave not only brings tremendous legal expertise but also experience serving on nonprofit boards,” said William Smith, chairman of the board of directors of the Young Marines where Jonas serves. Prior to joining Fluet, Huber & Hoang, Jonas was General Counsel of both the National Nuclear Security Administration and the Defense Nuclear Facilities Safety Board. His extensive knowledge and experience in national security issues has made him one of the few experts worldwide in nuclear nonproliferation law. He served over 20 years in the U.S. Marine Corps, and was appointed to the board of directors of the Young Marines in June 2016. He also serves on the Board of Directors of the Naval War College Foundation and the Marine Executive Association. Jonas is an adjunct professor at Georgetown and George Washington University Law Schools. He is also on the American Bar Association Advisory Committee on Law and National Security and the Advisory Committee of the University of Pennsylvania Law School’s Center for Ethics and the Rule of Law. After earning his B.A. at Denison University, Jonas pursued his J.D. from Wake Forest University, LL.M. from the U.S. Army Judge Advocate General’s School, an LL.M. from Georgetown University and an M.A. from the U.S. Naval War College.
Former Positions Outside Government
- Fluet, Huber + Hoang, PLLC Partner
- George Washington University Law School Adjunct Professor
- Georgetown University Law Center Adjunct Professor
- Marine Executive Association General Counsel
- Naval War College Foundation Regional Director
- PenFed Credit Union Vice President for Business Development and Government/Mil itary Relations
- Revocable family trust #1 Trustee
- Young Marines Board of Directors
Former Compensation Sources
- Battelle Memorial Institute Legal Services
- Center for Strategic and Budgetary Assessments Legal Services
- Fluet, Huber + Hoang, PLLC Legal Services to firm clients
- George Washington University Law School Adjunct Law Professor
- Georgetown University Law Center Adjunct Law Professor
- IB Consultancy Legal Services
- Information Systems Laboratories Legal Services
- Kensho Technologies Legal Services
- Leidos Legal Services
- Michelle Clay Legal Services
- Nickie Spring Legal Services
- Northrop Grumman Corporation Legal Services
- PenFed Credit Union I served as PenFed's Vice President for Business Development and Government/Military Relations from August 2014 to November 2015.
- Raytheon Legal services
- Sports Medicine Research and Testing Laboratory Legal Services
- Tad Cole Legal services
- Terry Ryan Legal Services
Employment Assets
| Description | Value | Income |
|---|---|---|
| Fluet, Huber + Hoang, PLLC (law firm) | $315,972 | |
| Fluet, Huber + Hoang, PLLC (law firm) anticipated billings | $15,001 - $50,000 | None (or less than $201) |
| Fluet, Huber + Hoang, PLLC, contingency fee case | $1,001 - $15,000 | None (or less than $201) |
| University of Virginia - June 16, 2016 | $500 | |
| Al Jazeera Media Network - July 14, 2016 | $250 | |
| Ishares Russell Mid Cap Growth ETF | $15,001 - $50,000 | None (or less than $201) |
| Ishares Russell Mid Cap Value | $15,001 - $50,000 | $201 - $1,000 |
| Ishares Russell 1000 Value ETF | $15,001 - $50,000 | $201 - $1,000 |
| Ishares Russell 1000 Growth ETF | $15,001 - $50,000 | $201 - $1,000 |
| Ishares MSCI UTD Kingdom New ETF | $1,001 - $15,000 | $201 - $1,000 |
| Vanguard FTSE Emerging Markets ETF | $50,001 - $100,000 | $201 - $1,000 |
| Vanguard FTSE Developed Markets ETF | $50,001 - $100,000 | $1,001 - $2,500 |
| Vanguard Small Cap Growth ETF | $50,001 - $100,000 | $201 - $1,000 |
| Vanguard Small Cap Vaue ETF | $50,001 - $100,000 | $1,001 - $2,500 |
| Vanguard Extended Market ETF | $50,001 - $100,000 | $201 - $1,000 |
| Vanguard Mid Cap Growth ETF | $50,001 - $100,000 | $201 - $1,000 |
| Vanguard Mid Cap Value ETF | $50,001 - $100,000 | $1,001 - $2,500 |
| U.S. Brokerage Money market (cash) | $50,001 - $100,000 | None (or less than $201) |
| AQR Multi Strategy Alternative Fund | $1,001 - $15,000 | None (or less than $201) |
| American Century Equity Income Fund | $1,001 - $15,000 | None (or less than $201) |
| Blackrock High Yield Bond Fund | $1,001 - $15,000 | None (or less than $201) |
| Eaton Vance Global Macro Absolute Return Fund | $1,001 - $15,000 | None (or less than $201) |
| FMI Large Cap Fund | $1,001 - $15,000 | None (or less than $201) |
| John Hancock Classic Value Fund | $1,001 - $15,000 | None (or less than $201) |
| Harbor Small Cap Value Fund | $1,001 - $15,000 | None (or less than $201) |
| Harbor International Fund | $1,001 - $15,000 | None (or less than $201) |
| Oakmark International Fund | $1,001 - $15,000 | None (or less than $201) |
| Loomis Sayles Growth Fund | $1,001 - $15,000 | None (or less than $201) |
| MFS International Equity Fund | $1,001 - $15,000 | None (or less than $201) |
| Parnassus Mid Cap Fund | $1,001 - $15,000 | None (or less than $201) |
| T. Rowe Price Growth Fund | $1,001 - $15,000 | None (or less than $201) |
| Principal Mid Cap Fund | $1,001 - $15,000 | None (or less than $201) |
| Principal Diversified Real Asset Fund Institutional Class | $1,001 - $15,000 | None (or less than $201) |
| Sterling Capital Mid Cap Value Fund | $1,001 - $15,000 | None (or less than $201) |
| Sterling Capital Stratton Small Cap Value Fund | $1,001 - $15,000 | None (or less than $201) |
| Templeton Global Bond Fund | $1,001 - $15,000 | None (or less than $201) |
| Touchstone Small Cap Fund | $1,001 - $15,000 | None (or less than $201) |
| Wells Fargo Emerging Markets Fund | $1,001 - $15,000 | None (or less than $201) |
| Georgetown University Law Center | $5,140 | |
| George Washington University Law School | $6,660 | |
| Edgewood Growth Fund | $1,001 - $15,000 | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| Berkshire Hathaway B | $100,001 - $250,000 | None (or less than $201) |
| AT&T Inc | $15,001 - $50,000 | $1,001 - $2,500 |
| Alcoa | $1,001 - $15,000 | None (or less than $201) |
| Alphabet Inc Class C | $15,001 - $50,000 | None (or less than $201) |
| Alphabet Inc Class A | $15,001 - $50,000 | None (or less than $201) |
| American US Government Money Market | $50,001 - $100,000 | None (or less than $201) |
| Apple Inc. - Common Stock | $50,001 - $100,000 | $1,001 - $2,500 |
| Arconic Inc | $1,001 - $15,000 | None (or less than $201) |
| Biogen Inc. - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Bristol-Myers Squibb | $15,001 - $50,000 | $1,001 - $2,500 |
| Celgene Corp | $1,001 - $15,000 | None (or less than $201) |
| Cisco Systems, Inc. - Common Stock | $15,001 - $50,000 | $1,001 - $2,500 |
| Cummins Inc | $15,001 - $50,000 | $201 - $1,000 |
| Dow Chemical | $1,001 - $15,000 | $201 - $1,000 |
| E. I. du Pont de Nemours and Company | $1,001 - $15,000 | None (or less than $201) |
| General Electric Co | $15,001 - $50,000 | $1,001 - $2,500 |
| Gilead Sciences, Inc. - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| Honeywell International | $1,001 - $15,000 | $201 - $1,000 |
| Intel Corporation - Common Stock | $50,001 - $100,000 | $1,001 - $2,500 |
| Johnson & Johnson | $15,001 - $50,000 | $1,001 - $2,500 |
| Clearbridge Aggressive Growth Fund | $100,001 - $250,000 | $201 - $1,000 |
| Merck & Co Inc | $15,001 - $50,000 | $1,001 - $2,500 |
| Microsoft Corporation - Common Stock | $100,001 - $250,000 | $1,001 - $2,500 |
| Miller Opportunity Fund | $100,001 - $250,000 | None (or less than $201) |
| NIKE Inc B | $15,001 - $50,000 | $201 - $1,000 |
| Novartis | $1,001 - $15,000 | None (or less than $201) |
| PepsiCo Inc | $50,001 - $100,000 | $1,001 - $2,500 |
| Pfizer Inc | $15,001 - $50,000 | $1,001 - $2,500 |
| Travelers Cos Inc | $15,001 - $50,000 | $201 - $1,000 |
| Texas Instruments Incorporated - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| 3M Company | $15,001 - $50,000 | $201 - $1,000 |
| Union Pacific Corp | $15,001 - $50,000 | $201 - $1,000 |
| US Bancorp common stock | $15,001 - $50,000 | $201 - $1,000 |
| Vanguard Mid Cap ETF | $50,001 - $100,000 | $201 - $1,000 |
| Vanguard FTSE Developed ETF | $50,001 - $100,000 | $1,001 - $2,500 |
| Verizon Communications Inc | $15,001 - $50,000 | $1,001 - $2,500 |
| Virtus Multi Sector Short Term Bond Fund | $50,001 - $100,000 | $1,001 - $2,500 |
| Walgreens Boots Alliance | $15,001 - $50,000 | $201 - $1,000 |
| Waste Management Inc | $15,001 - $50,000 | $201 - $1,000 |
| U.S. Brokerage Money Market (cash) | $50,001 - $100,000 | None (or less than $201) |
| Ishares Select Dividend ETF | $50,001 - $100,000 | $1,001 - $2,500 |
| Ishares MSCI UTD Kingdom ETF | $15,001 - $50,000 | $201 - $1,000 |
| SPDR S&P 500 ETF | $50,001 - $100,000 | $1,001 - $2,500 |
| SPDR Dow Jones Industrial Average | $15,001 - $50,000 | None (or less than $201) |
| United Health Care | $500,001 - $1,000,000 | $5,001 - $15,000 |
| Vanguard FTSE Emerging Market ETF | $50,001 - $100,000 | $201 - $1,000 |
| Vanguard Small Cap Growth ETF | $15,001 - $50,000 | $201 - $1,000 |
| Vanguard Small Cap Value ETF | $15,001 - $50,000 | $201 - $1,000 |
| Vanguard Mid Cap ETF | $50,001 - $100,000 | $201 - $1,000 |
| Vanguard FTSE Developed Markets ETF | $50,001 - $100,000 | $1,001 - $2,500 |
| Vanguard Mid Cap Growth ETF | $15,001 - $50,000 | $201 - $1,000 |
| Vanguard Mid Cap Value ETF | $15,001 - $50,000 | $201 - $1,000 |
| U.S. Brokerage Money Market Account (cash) | $50,001 - $100,000 | None (or less than $201) |
| SPDR Barclays TIPS ETF | $1,001 - $15,000 | None (or less than $201) |
| U.S. Bank #1 checking account | $250,001 - $500,000 | $1,001 - $2,500 |
| Residential Rental property, Alexandria, VA | $250,001 - $500,000 | $15,001 - $50,000 |
| Residential Rental Property, San Diego, CA | $500,001 - $1,000,000 | $15,001 - $50,000 |
| Residential Rental Property, San Diego, CA | $250,001 - $500,000 | $15,001 - $50,000 |
| Residential Rental Property, Milford, CT | $250,001 - $500,000 | $15,001 - $50,000 |
| Residential Rental Property, Charlottesville, VA | $100,001 - $250,000 | $5,001 - $15,000 |
| Residential Rental Property, Charlottesville, VA | $100,001 - $250,000 | $5,001 - $15,000 |
| U.S. Federal Credit Union #1 checking account | $1,001 - $15,000 | None (or less than $201) |
| U.S. Bank #1 Certificate of Deposit | $1,001 - $15,000 | None (or less than $201) |
| MFS International Value | $1,001 - $15,000 | None (or less than $201) |
| Oppenheimer Developing Markets | $1,001 - $15,000 | None (or less than $201) |
| Columbia Contrarian Core | $1,001 - $15,000 | None (or less than $201) |
| Hartford MidCap Growth | $1,001 - $15,000 | None (or less than $201) |
| Prudential Jenn Small Co | $1,001 - $15,000 | None (or less than $201) |
| Fidelity VIP Contrafund Cl2 | $15,001 - $50,000 | None (or less than $201) |
| Wells Fargo VT Int'l Equity Cl2 | $1,001 - $15,000 | None (or less than $201) |
| Invesco VI Comstock Ser II | $50,001 - $100,000 | None (or less than $201) |
| Wells Fargo VT Opportunity Cl2 | $15,001 - $50,000 | None (or less than $201) |
| Wells Fargo VT Small Cap Growth | $1,001 - $15,000 | None (or less than $201) |
| Columbia VT Global Bond Cl3 | $1,001 - $15,000 | None (or less than $201) |
| Fidelity VIP MidCap Cl2 | $1,001 - $15,000 | None (or less than $201) |
| Goldman VIT MidCap VA | $1,001 - $15,000 | None (or less than $201) |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST (FTVIPT) Small Cap Value VIP Class 2 | $1,001 - $15,000 | None (or less than $201) |
| Stockpile account (none of the underlying assets are reportable) | $1,001 - $15,000 | None (or less than $201) |
| LVIP SSGA Moderately Aggressive Structured Allocation Fund | $100,001 - $250,000 | None (or less than $201) |
| Procter & Gamble | $15,001 - $50,000 | $1,001 - $2,500 |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Fluet, Huber + Hoang, PLLC | McLean, Virginia | Following my withdrawal from the firm, I will be paid an amount by the firm that accounts for all client work I have done and not yet been paid for. I also will be paid a portion of the client origination fees I would be entitled to under normal firm billing practices. The amounts paid to me will be fixed as of the date of my withdrawal. I will be paid before I assume the duties of the position of General Counsel or I will forfeit these payments. | Feb. 15, 2016 |
| Fluet, Huber + Hoang, PLLC (I acquired my interest in the second contingency fee case after this report was signed in April 2017.) | McLean, Virginia | I have two contingency fee cases that will be transferred to Fluet, Huber + Hoang, PLLC. I will retain an interest in these contingency fee cases. My interest in the cases will be fixed as of the date of my withdrawal from the firm. | Oct. 16, 2016 |
| Fluet, Huber + Hoang, PLLC | McLean, Virginia | I will continue to participate in the firm’s 401k. The firm will not make further contributions after my separation. | June 16, 2016 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Quicken Loans | Mortgage on Personal Residence | $500,001 - $1,000,000 | 2.75% | 2013 |
| Quicken Loans | Mortgage (investment/ren tal property) | $100,001 - $250,000 | 3.125% | 2012 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| Ironwood Multi Strategy Fund | $50,001 - $100,000 | None (or less than $201) | |
| Principal Global Multi Strategy Fund | $50,001 - $100,000 | None (or less than $201) | |
| Skybridge Multi Adviser Hedge Fund Port Ser G | $100,001 - $250,000 | None (or less than $201) | |
| Miller Opportunity Fund | $1,001 - $15,000 | None (or less than $201) | |
| Small Cap World Fund | $1,001 - $15,000 | None (or less than $201) | |
| Goldman Sachs Growth Opportunities Fund | $100,001 - $250,000 | $201 - $1,000 | |
| Ishares MSCI Utd Kingdom ETF | $15,001 - $50,000 | $1,001 - $2,500 | |
| Vanguard FTSE Emerging Markets ETF | $15,001 - $50,000 | $201 - $1,000 | |
| Vanguard Small Cap Growth ETF | $50,001 - $100,000 | $201 - $1,000 | |
| Vanguard Small Cap Value ETF | $50,001 - $100,000 | $1,001 - $2,500 | |
| Vanguard FTSE Developed Markets ETF | $15,001 - $50,000 | $201 - $1,000 | |
| Vanguard Mid Cap Growth ETF | $50,001 - $100,000 | $201 - $1,000 | |
| Vanguard Mid Cap Value ETF | $50,001 - $100,000 | $1,001 - $2,500 | |
| AQR Multi Strategy Alternative Fund | $1,001 - $15,000 | None (or less than $201) | |
| American Century Equity Income Fund | $1,001 - $15,000 | None (or less than $201) | |
| American Developing World Growth & Income Fund | $15,001 - $50,000 | None (or less than $201) | |
| Ishares MSCI Emerging Markets ETF | $1,001 - $15,000 | None (or less than $201) | |
| Lord Abbett International Dividend Income Fund Class C | $15,001 - $50,000 | $201 - $1,000 | |
| Blackrock High Yield Bond Fund | $1,001 - $15,000 | None (or less than $201) | |
| Eaton Vance Global Macro Absolute Return Fund | $1,001 - $15,000 | None (or less than $201) | |
| FMI Large Cap Fund | $1,001 - $15,000 | None (or less than $201) | |
| John Hancock Classic Value Fund | $1,001 - $15,000 | None (or less than $201) | |
| Harbor Small Cap Value Fund | $1,001 - $15,000 | None (or less than $201) | |
| Harbor International Instl | $1,001 - $15,000 | None (or less than $201) | |
| Oakmark International Fund | $1,001 - $15,000 | None (or less than $201) | |
| Loomis Sayles Growth Fund | $1,001 - $15,000 | None (or less than $201) | |
| MFS International Equity Fund | $1,001 - $15,000 | None (or less than $201) | |
| Parnasus Mid Cap Fund | $1,001 - $15,000 | None (or less than $201) | |
| T. Rowe Price Growth Stock Fund | $1,001 - $15,000 | None (or less than $201) | |
| Principal Mid Cap Fund | $1,001 - $15,000 | None (or less than $201) | |
| Principal Diversified Real Asset Fund | $1,001 - $15,000 | None (or less than $201) | |
| Sterling Capital Mid Cap Value Fund | $1,001 - $15,000 | None (or less than $201) | |
| Sterling Capital Stratton Small Cap Value Fund | $1,001 - $15,000 | None (or less than $201) | |
| Templeton Global Bond Fund | $1,001 - $15,000 | None (or less than $201) | |
| Touchstone Sands Cap Select Growth Fund | $1,001 - $15,000 | None (or less than $201) | |
| Touchstone Small Cap Fund | $1,001 - $15,000 | None (or less than $201) | |
| Wells Fargo Emerging Markets Fund | $1,001 - $15,000 | None (or less than $201) | |
| U.S. Brokerage Money Market Account (cash) | $15,001 - $50,000 | None (or less than $201) | |
| Aerospace Corporation | Director Fees | ||
| Airbus restricted stock units | $50,001 - $100,000 | None (or less than $201) | |
| Lasermax | Director Fees | ||
| Polaris | consulting fees | ||
| CGI Federal | consulting fees | ||
| Third Bridge | Consulting Fees | ||
| Vanguard Mid Cap ETF | $15,001 - $50,000 | None (or less than $201) | |
| Vanguard Small Cap ETF | $15,001 - $50,000 | None (or less than $201) | |
| Edgewood Growth Fund | $1,001 - $15,000 | None (or less than $201) | |
| Airbus restricted stock units | RSU delivery |
Do you know something about David S. Jonas? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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