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Jocklynn Keville

Housing and Urban Development (joined: April 2, 2018)

Senior Advisor, Office of Community Planning and Development | Financial Disclosure »

Former Positions Outside Government

Former Compensation Sources

See more financial disclosure details ⬇

Employment Assets

Description Value Income
City of Houston Housing & Community Development Department $127,435
Fidelity Rollover IRA
Fidelity Government Cash Reserves $1,001 - $15,000 $201 - $1,000
IShares S&P 500 Growth ETF $15,001 - $50,000 $201 - $1,000
IShares S&P 500 Value ETF $15,001 - $50,000 $201 - $1,000
IShares Russell Midcap Value ETF $15,001 - $50,000 $201 - $1,000
IShares Russell Midcap Growth $50,001 - $100,000 $201 - $1,000
IShares Russell 2000 Growth ETF $15,001 - $50,000 $201 - $1,000
Select Sector SPDR TR Health Care $15,001 - $50,000 $201 - $1,000
Select Sector SPDR TR Consumer $15,001 - $50,000 $201 - $1,000
Sector SPDR TR SHS Ben Int Financial $15,001 - $50,000 $201 - $1,000
Sector SPDR TR SHS Ben Int Industrial $15,001 - $50,000 $201 - $1,000
Sector SPDR TR SHS Ben Int $15,001 - $50,000 $201 - $1,000
First TR Exch Traded Alphadex FD II $15,001 - $50,000 None (or less than $201)
IShares Inc MSCI Frntr100ETF $15,001 - $50,000 $201 - $1,000
IShares Inc Austria CAPD ETF $15,001 - $50,000 $201 - $1,000
IShares TR US AER DEF ETF $15,001 - $50,000 $201 - $1,000
Powershares Exchange Traded FD TR $15,001 - $50,000 None (or less than $201)
Vaneck Cectrors ETF TR Semiconductor ET $15,001 - $50,000 $201 - $1,000
Vaneck Vectors ETF TR Gaming ETF $15,001 - $50,000 $201 - $1,000
Wisdomtree Trust Japan SmallCap $15,001 - $50,000 $201 - $1,000
SPDR SER TR SPDR Bloomberg $15,001 - $50,000 None (or less than $201)
ISHARES TR US HOME CONS ETF $15,001 - $50,000 None (or less than $201)
ISHARES EDGE MSCI USA MOMENTUM $15,001 - $50,000 $201 - $1,000
ISHARES RUSSELL 2000 VALUE ETF $15,001 - $50,000 $201 - $1,000
SELECT SECTOR SPDR TR ENERGY $15,001 - $50,000 None (or less than $201)
Fidelity Roth IRA
JPMorgan Hedged Equity Class I $1,001 - $15,000 None (or less than $201)
IShares Edge MSCI USA Momentum $1,001 - $15,000 $201 - $1,000
Empower Retirement 457B
American Century Equity Income $1,001 - $15,000 None (or less than $201)
BlackRock Equity Index Collective F $1,001 - $15,000 None (or less than $201)
Federated Government Income Trust IS $1,001 - $15,000 None (or less than $201)
Pimco Total Return Admin $1,001 - $15,000 None (or less than $201)
Western Asset Core Plus Bond IS $1,001 - $15,000 None (or less than $201)
Houston Fixed Fund $1,001 - $15,000 None (or less than $201)

Other Income/Assets

Description Value Income
Bank of America Savings 0450 $1,001 - $15,000 $5,001 - $15,000
Bank of America Savings 4673 $15,001 - $50,000 $15,001 - $50,000
Bank of America Checking $1,001 - $15,000 $5,001 - $15,000
Union Security Life Insurance $1,001 - $15,000 None (or less than $201)
Growth Opps Fund $1,001 - $15,000 None (or less than $201)
Global Growth Fund $1,001 - $15,000 None (or less than $201)
Small Cap Growth Fund $1,001 - $15,000 None (or less than $201)
Blackrock S&P 500 Index $1,001 - $15,000 None (or less than $201)
Rental of Personal Residence in Texas $100,001 - $250,000 $5,001 - $15,000
Mineral Royalties on Land in Louisiana $1,001 - $15,000 $201 - $1,000
Cetera Rollover IRA
CNL Healthcare PPTYS Inc Com $15,001 - $50,000 None (or less than $201)
Cetera IRA
Flexinsured Cash Account $1,001 - $15,000 None (or less than $201)
HMS Income Fund Inc $15,001 - $50,000 None (or less than $201)

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
City of Houston 457b Houston, Texas I still hold this account, which is managed by Empower Retirement. Neither I nor the City of Houston will not make further contributions after my separation. Jan. 16, 2014
City of Houston Retirement Houston, Texas I will continue to participate in this defined contribution plan. The City of Houston will not make further contributions after my separation. Jan. 16, 2014

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
LoanCare Mortgage on Personal Residence $50,001 - $100,000 3.5% 2016
Cap Com Federal Credit Union Student Loan $15,001 - $50,000 8.75% 2012

Spouse's Employment Assets

Description Value Income Type Income Amount
Halliburton Stock $1,001 - $15,000 None (or less than $201)
Cameron Iron Works, defined benefit plan (value not readily ascertainable) Retirement Payments $1,782
Fidelity - Traditional IRA 3744
Fidelity Government Cash Reserves $1,001 - $15,000 None (or less than $201)
IShares Select Dividend ETF $15,001 - $50,000 $201 - $1,000
Ishares Tips Bond ETF $15,001 - $50,000 $201 - $1,000
Powershares ETF TR II $15,001 - $50,000 $201 - $1,000
SPDR series Trust Blmbrg BRC CNVRT $15,001 - $50,000 $201 - $1,000
Ishares TR Barclays 7 10 YR $1,001 - $15,000 None (or less than $201)
Ishares TR JP Mor EM MK ETF $1,001 - $15,000 $201 - $1,000
Ishares TR S&P US PFD STK $1,001 - $15,000 $201 - $1,000
Vanguard Index FDS Vanguard REIT ETF $1,001 - $15,000 None (or less than $201)
ISHARES CORE US AGGREGATE BOND ETF $1,001 - $15,000 None (or less than $201)
SPDR SERIES TRUST BLOOMBERG BRCLYS $1,001 - $15,000 None (or less than $201)
Fidelity - Traditional IRA 4941
Ishares Edge MSCI Min Vol Emerging $1,001 - $15,000 $201 - $1,000
Ishares Edge MSCI Min Vol EAFE ETF $15,001 - $50,000 $1,001 - $2,500
Ishares Edge MSCI Min VOL USA ETF $50,001 - $100,000 $1,001 - $2,500
SPDR SSGA US Small Cap Low Volatility $15,001 - $50,000 $201 - $1,000
Fidelity Government Cash Reserves $1,001 - $15,000 None (or less than $201)
STERIS PLC GBPO.1 $1,001 - $15,000 None (or less than $201)
ANALOG DEVICES INC COM $1,001 - $15,000 None (or less than $201)
APPLE INC. $1,001 - $15,000 None (or less than $201)
ASSURANT INC $1,001 - $15,000 None (or less than $201)
BECTON DICKINSON CO $1,001 - $15,000 None (or less than $201)
BROADRIDGE FINANCIAL SOLUTIONS $1,001 - $15,000 None (or less than $201)
CVS HEALTH CORP COM $1,001 - $15,000 None (or less than $201)
FORTIS INC COM ISIN #CA3495531079 $1,001 - $15,000 None (or less than $201)
GILEAD SCIENCES INC $1,001 - $15,000 None (or less than $201)
GLACIER BANCORP INC NEW COM $1,001 - $15,000 None (or less than $201)
Jack Henry & Associates, Inc. - Common Stock $1,001 - $15,000 None (or less than $201)
INTL FLAVORS & FRAGRANCES INC $1,001 - $15,000 None (or less than $201)
Leggett & Platt $1,001 - $15,000 None (or less than $201)
MASTERCARD INC CL A $1,001 - $15,000 None (or less than $201)
NIKE Inc B $1,001 - $15,000 None (or less than $201)
NOVARTIS A G SPONSORED ADR $1,001 - $15,000 None (or less than $201)
OCCIDENTAL PETROLEUM CORP $1,001 - $15,000 None (or less than $201)
ONEOK Inc $1,001 - $15,000 None (or less than $201)
PHILLIPS 66 COM $1,001 - $15,000 None (or less than $201)
PROSPERITY BANCSHARES INC $1,001 - $15,000 None (or less than $201)
QUALCOMM INC $1,001 - $15,000 None (or less than $201)
ROSS STORES INC COM $1,001 - $15,000 None (or less than $201)
SNAP ON INC $1,001 - $15,000 None (or less than $201)
STARBUCKS CORP COM USDO.001 $1,001 - $15,000 None (or less than $201)
Travelers Cos Inc COM STK NPV $1,001 - $15,000 None (or less than $201)
Union Pacific Corp $1,001 - $15,000 $201 - $1,000
Xilinx Inc $1,001 - $15,000 None (or less than $201)
REALTY INCOME CORP (MARYLAND) $1,001 - $15,000 None (or less than $201)
Halliburton Retirement & Saving Distribution $1,001 - $15,000 Retirement plan distribution $3,623

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

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