This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.
Jeffrey Wayne McMorris
Housing and Urban Development (joined: Nov. 13, 2017)
Regional Administrator | $145,977 | Financial Disclosure »
Former Positions Outside Government
- King County Chief of Staff for King County Councilmember Kathy Lambert
- Media Plus Inc Consultant
Former Compensation Sources
- King County Chief of Staff for King County Councilmember
- Media Plus Consultant
Employment Assets
| Description | Value | Income |
|---|---|---|
| King County, defined benefit plan | None (or less than $201) | |
| King County Deferred Compensation Plan | ||
| DFA US Targeted Value Port | $1,001 - $15,000 | |
| Oakmark International I Fund | $1,001 - $15,000 | |
| T. Rowe Price Equity Income | $1,001 - $15,000 | |
| T. Rowe Price Mid Cap Growth | $15,001 - $50,000 | |
| King County PERS 3 Retirement and Savings Plan | ||
| 2035 Retirement Strategy Fund | $100,001 - $250,000 | $15,001 - $50,000 |
| US Large Cap Equity Index Fund | $50,001 - $100,000 | $5,001 - $15,000 |
| IRA #2 | ||
| Ivy Core Equity I | $1,001 - $15,000 | $201 - $1,000 |
| WR Advisors Core Investment Y | $1,001 - $15,000 | None (or less than $201) |
| Ivy Large Cap Growth I | $1,001 - $15,000 | $201 - $1,000 |
| WR Advisors Value Y | $1,001 - $15,000 | None (or less than $201) |
| Ivy Micro Cap Growth | $1,001 - $15,000 | None (or less than $201) |
| WR Avisors Wilshire Global Allocation Y | $1,001 - $15,000 | $201 - $1,000 |
| Ivy Bond I (no longer held) | $1,001 - $15,000 | None (or less than $201) |
| WR Advisors High Income Y | $1,001 - $15,000 | None (or less than $201) |
| WR Advisors New Concepts Y | $1,001 - $15,000 | $201 - $1,000 |
| WR Advisors Science and Technology Y | $1,001 - $15,000 | $201 - $1,000 |
| WR Advisors Small Cap Y | $1,001 - $15,000 | $201 - $1,000 |
| Ivy Global Equity Income I | $1,001 - $15,000 | $201 - $1,000 |
| King County | $140,141 | |
| U.S. Bank Account #1 (cash) | $100,001 - $250,000 | $201 - $1,000 |
| NAK, Northern Dynasty Minerals | $1,001 - $15,000 | None (or less than $201) |
| IRA #1 | ||
| Ivy Large Cap Growth A | $1,001 - $15,000 | $201 - $1,000 |
| WR Advisors Science and Technology A | $1,001 - $15,000 | $201 - $1,000 |
| WR Advisors Small Cap A | $1,001 - $15,000 | $201 - $1,000 |
| Ivy Managed Internat'l Oopportunities A | $1,001 - $15,000 | $201 - $1,000 |
| WR Advisors Wilshire Global Allocation A | $1,001 - $15,000 | None (or less than $201) |
| WR Advisors High Income A | $1,001 - $15,000 | $201 - $1,000 |
| Ivy Global Bond A | $1,001 - $15,000 | None (or less than $201) |
| WR Advisors Dividend Opportunities A | $1,001 - $15,000 |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| U.S. Bank #2 (cash) | $15,001 - $50,000 | None (or less than $201) |
| WR Advisors Municipal High Income C | $15,001 - $50,000 | $201 - $1,000 |
| U.S. Brokerage Money Market Account Cash | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| King County | Seattle, Washington | Accrued funds will remain in this plan. No further contributions will occur after my separation from King County. | Feb. 15, 2005 |
| King County | Seattle, Washington | Upon reaching retirement age I can start collecting on this benefit. I have almost 13 years in this vested retirement plan through King County. It is 1% per year of service based of the average of my top few years of salary while employed at King County. | Feb. 15, 2005 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Navient (Current balance is zero, it has been paid in full.) | Student Loan | $15,001 - $50,000 | 2.25 | 2002 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| IRA #1 | |||
| WR Advisors Accumulative Y | $1,001 - $15,000 | $201 - $1,000 | |
| WR Advisors Divident Opportunities Y | $1,001 - $15,000 | ||
| Ivy Large Cap Growth I | $1,001 - $15,000 | None (or less than $201) | |
| WR Advisors New Concepts Y | $1,001 - $15,000 | None (or less than $201) | |
| WR Advisors Science and Technology Y | $1,001 - $15,000 | $201 - $1,000 | |
| WR Advisors Small Cap Y | $1,001 - $15,000 | $1,001 - $2,500 | |
| Ivy International Core Equity I | $1,001 - $15,000 | $201 - $1,000 | |
| WR Advisors Wilshire Global Allocation Y | $1,001 - $15,000 | None (or less than $201) | |
| Ivy Bond I | $1,001 - $15,000 | None (or less than $201) | |
| WR Advisors Bond Y | $1,001 - $15,000 | None (or less than $201) | |
| WR Advisors High Income Y | $1,001 - $15,000 | $201 - $1,000 | |
| Overlake Hospital Medical Center | salary | ||
| Fidelity Overlake Hosptial-A | |||
| FID Freedom 2040 K | $1,001 - $15,000 | $201 - $1,000 | |
| Fidelity Overlake Hosptial-B | |||
| FID EXT Mid Idx PR | $1,001 - $15,000 | $201 - $1,000 | |
| FID Contrafund K (No longer held) | $1,001 - $15,000 | $1,001 - $2,500 | |
| FID Diversified Intl K | $1,001 - $15,000 | $1,001 - $2,500 | |
| Vang Smcp GR Idx ADM (No longer held) | $1,001 - $15,000 | $201 - $1,000 | |
| FID High Income (No longer held) | $1,001 - $15,000 | $201 - $1,000 | |
| Metwest TOT RTN BD P | $1,001 - $15,000 | None (or less than $201) | |
| OAK Ridge Smcp GR K | $1,001 - $15,000 | $201 - $1,000 |
Do you know something about Jeffrey Wayne McMorris? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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