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.
Jonathan C. Morrison
Transportation (joined: Nov. 13, 2017)
Chief Counsel | Financial Disclosure »
Former Positions Outside Government
Former Compensation Sources
- Auto Advisory Services, Inc.
- California New Car Dealers Association Worked on creation of an automotive repair compliance manual and provided training as part of a seminar series.
- Compli Created and updated library of compliance materials.
- Metro Honda Provided compliance consulting services and training.
- Motor Vehicle Software Corporation Provided consulting services relating to compliance, strategy, and product development.
- Reynolds & Reynolds Created and updated compliance forms.
- Sage Automotive Group Provided compliance consulting services and training.
- SoCal Penske Automotive Group Provided compliance consulting services and training.
- The Brown Auto Group Provided compliance consulting services and training.
Employment Assets
| Description | Value | Income |
|---|---|---|
| Auto Advisory Services, Inc. (Automotive Compliance Consulting Company) | $629,403 | |
| SSgA Target Retirement 2045 NL Fund K | $15,001 - $50,000 | $1,001 - $2,500 |
| Drive Balanced Fund | $100,001 - $250,000 | $15,001 - $50,000 |
| Lincoln National Life Insurance Company split dollar indexed Universal Life Policy | $15,001 - $50,000 | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| Bank of America Bank Account #1 (Checking) | $1,001 - $15,000 | None (or less than $201) |
| Bank of America Bank Account #2 (Checking) | $15,001 - $50,000 | None (or less than $201) |
| Bank of America Money Market Savings Account #1 | $1,001 - $15,000 | None (or less than $201) |
| Bank of America Money Market Savings Account #2 | $1,001 - $15,000 | None (or less than $201) |
| Merrill Edge Cash Management Account | $50,001 - $100,000 | $201 - $1,000 |
| CD ZB NA | $1,001 - $15,000 | None (or less than $201) |
| ML Direct Deposit Program | $50,001 - $100,000 | None (or less than $201) |
| Itau Personnalite Bank Account | $1,001 - $15,000 | None (or less than $201) |
| 1/6 Share of apartment in Rio de Janeiro, Brazil | $15,001 - $50,000 | None (or less than $201) |
| 1/6 Share apartment in Brasilia, Brazil | $15,001 - $50,000 | None (or less than $201) |
| 1/6 Share of property in Rio de Janeiro, Brazil | $100,001 - $250,000 | None (or less than $201) |
| 1/6 Share of property in Rio de Janeiro, Brazil | $15,001 - $50,000 | None (or less than $201) |
| 1/6 Share of apartment in Rio de Janeiro, Brazil | $15,001 - $50,000 | None (or less than $201) |
| 1/6 Share of property in Rio de Janeiro, Brazil | $1,001 - $15,000 | None (or less than $201) |
| 1/6 Share of apartment in Rio de Janeiro, Brazil | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Auto Advisory Services, Inc. | Irvine, California | I will participate in this defined contribution plan for a brief period after my separation (until I roll the funds into the federal thrift plan), but will not receive further contributions from the company. | Nov. 15, 2015 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Chase | Credit Card | $15,001 - $50,000 | 16.99 | 2017 |
| Bank of America | Credit Card | $10,001 - $15,000 | 11.24 | 2017 |
| Nelnet | Student Loan | $50,001 - $100,000 | 3.625 | 2006 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| Brazilian Government Pension (Inherited from father), defined benefit plan (value not readily ascertainable) | Retirement Payments | ||
| FID Freedom 2045 | $15,001 - $50,000 | $5,001 - $15,000 | |
| FID GR Co Pool CL 2 | $15,001 - $50,000 | $1,001 - $2,500 | |
| FID Contra Pool CL 2 | $1,001 - $15,000 | $201 - $1,000 | |
| FID Contrafund Pool | None (or less than $1,001) | $1,001 - $2,500 | |
| FID Growth Co Pool | None (or less than $1,001) | $2,501 - $5,000 | |
| FID Balanced K | $1,001 - $15,000 | $2,501 - $5,000 | |
| Broad Market Bond I | $1,001 - $15,000 | $201 - $1,000 | |
| Lzrd Emrg Mkts Eq IS | $1,001 - $15,000 | $1,001 - $2,500 |
Do you know something about Jonathan C. Morrison? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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