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Jonathan J. Blyth

Personnel Management (joined: July 30, 2018)

Director, Congressional, Legislative and Intergovernmental Affairs | Financial Disclosure »

Bio, via LinkedIn:

Jonathan Blyth has served with distinction for more than 25 years in Congress, at federal agencies, and in the US Navy. He currently is a Commander Public Affairs Officer in the US Navy Reserve. He held senior positions for Members of the House of Representatives during some of the most challenging times on Capitol Hill, including the Contract with America and the Republican take-over of the Congress for the first time in 40 years, and the impeachment of President Bill Clinton. He served as the Chief of Staff for Congressmen Allen West (R-FL), Bill Martini (R-NJ), and Bob Barr (R-GA); and in senior legislative roles for Representatives Kay Granger (R-TX), Robert Walker (R-PA), Richard Pombo (R-CA), and Senator Jim Jeffords (R-VT). During the George W. Bush Administration, he was a presidential appointee in two federal agencies as Director of House Affairs at the Office of Personnel Management (OPM) and as Chief of Staff at the Department of State's Bureau of Overseas Buildings Operations, managing more than 1,000 employees worldwide and a budget exceeding $5 billion. Commander Blyth also served on active duty as Littoral Combat Ship (LCS) Congressional Liaison / Strategic Communications Action Officer at Surface Warfare Division OPNAV N96 in the Pentagon, the Deputy Director for Public Affairs for the 58th Presidential Inauguration and Chief, Medial Operations for the Resolute Support Mission and United States Forces - Afghanistan. He is a talented leader, adept at motivating a team and driving initiatives to completion. He earned two Master Degrees: in Public Administration from George Washington University in Washington, D.C. and in National Security and Strategic Studies from the Naval War College in Newport, Rhode Island. He earned his undergraduate degree in Government from Franklin & Marshall College in Lancaster, Pennsylvania. Born and raised in New York City, Commander Blyth lives in Arlington, Virginia and Boca Raton, Florida.

See more financial disclosure details ⬇

Other Income/Assets

Description Value Income
Congressional Federal Credit Union (Checking and Savings Account) $100,001 - $250,000 None (or less than $201)
Fidelity Convertible Securities FCVSX/08 (Fund) $15,001 - $50,000 None (or less than $201)
Fidelity Puritan FPURX/004 9 Fund $100,001 - $250,000 $201 - $1,000
American Century Investments - International Growth (Fund) $100,001 - $250,000
Residential Rental - Arlington, Virginia $500,001 - $1,000,000 $15,001 - $50,000
Residential Rental - Boca Raton, Florida $500,001 - $1,000,000 $15,001 - $50,000
New Jersey HCFFA ST (Bond) $1,001 - $5,000 None (or less than $201)
Osceola CNTY FLA S (Bond) $1,001 - $5,000 $201 - $1,000
DALLAS TEX AREA RAPID (Bond) $1,001 - $5,000 $201 - $1,000
IRVING TEX CERTS OF (Bond) $1,001 - $5,000 $201 - $1,000
PLYMOUTH-CANTON MICH (Bond) $15,001 - $50,000 $1,001 - $2,500
DUVAL CNTY SCH BRD (Bond) $1,001 - $5,000 $201 - $1,000
LAREDO TEX CMNTY COLLEGE (Bond) $15,001 - $50,000 $1,001 - $2,500
VIRGINIA COMMLTH TRANSN (Bond) $50,001 - $100,000 $1,001 - $2,500
RICHARDSON TEX INDPT SCH (Bond) $1,001 - $5,000 $201 - $1,000
PLYMOUTH-CANTON MICH (Bond) $15,001 - $50,000 $201 - $1,000
TULSA CNTY OKLA INDPT (Bond) $15,001 - $50,000 $201 - $1,000
VIRGINIA COMMLTH TRANSN (Bond) $15,001 - $50,000 $1,001 - $2,500
SAINT CHARLES ILL PK (Bond) $50,001 - $100,000 $1,001 - $2,500
CHARLESTON SC WTRWKS (Bond) $1,001 - $5,000 $201 - $1,000
PLYMOUTH-CANTON MICH (Bond) $15,001 - $50,000 $201 - $1,000
MISSISSIPPI ST GO BDS (Bond) $1,001 - $15,000 $201 - $1,000
CINCINNATI OHIO WTR SYS (Bond) $1,001 - $15,000 $201 - $1,000
CINCINNATI OHIO WTR SYS (Bond) $1,001 - $15,000 $201 - $1,000
SAINT CHARLES ILL PK (Bond) $15,001 - $50,000 $1,001 - $2,500
VIRGINIA COMMLTH TRANSN (Bond) $15,001 - $50,000 $1,001 - $2,500
REEDY CREEK IMPT DIST (Bond) $15,001 - $50,000 $1,001 - $2,500
GADSDEN ALA GO WTS (Bond) $15,001 - $50,000 $201 - $1,000
VIRGINIA ST PUB BLDG (Bond) $15,001 - $50,000 $1,001 - $2,500
MT VERON OF POSEY IN (Bond) $15,001 - $50,000 $201 - $1,000
MASSACHUSETTS ST DEV FIN (Bond) $15,001 - $50,000 $1,001 - $2,500
FLORIDA HSG FIN CORP REV (Bond) $15,001 - $50,000 $1,001 - $2,500
BOWIE CNTY TEX ULTD TAX (Bond) $15,001 - $50,000 $201 - $1,000
FLORIDA HSG FIN CORP REV (Bond) $1,001 - $15,000 $201 - $1,000
WILLIAMSBURG VA GO PUB (Bond) $15,001 - $50,000 $1,001 - $2,500
NORFOLK VA GO REF BDS (Bond) $15,001 - $50,000 $1,001 - $2,500
LAFAYETTE PARISH LA SCH (Bond) $15,001 - $50,000 $1,001 - $2,500
FLORIDA HSG FIN CORP REV (Bond) $15,001 - $50,000 $1,001 - $2,500
VIRGINIA ST PUB BLDG (Bond) $50,001 - $100,000 $1,001 - $2,500
RICHMOND VA GO PUB IMPT (Bond) $15,001 - $50,000 $1,001 - $2,500
VIRGINIA ST PUB BLDG (Bond) $15,001 - $50,000 $1,001 - $2,500
ARLINGTON CNTY VA GO PUB (Bond) $15,001 - $50,000 $1,001 - $2,500
ADAMS IND CENT ELEM SCH (Bond) $15,001 - $50,000 $201 - $1,000
RICHMOND VA GO PUB IMPT (Bond) $50,001 - $100,000 $1,001 - $2,500
NORFOLK VA GO REF BDS (Bond) $15,001 - $50,000 $1,001 - $2,500
VIRGINIA CBA VA ED FCS (Bond) $50,001 - $100,000 $1,001 - $2,500
NORFOLK VA GO REF BDS (Bond) $15,001 - $50,000 $1,001 - $2,500
VIRGINIA CBA VA ED FCS (Bond) $50,001 - $100,000 $1,001 - $2,500
FAIRFAX CNTY VA PUB IMPT (Bond) $15,001 - $50,000 $1,001 - $2,500
A.P. MOELLER - MAERSK (Stock) $1,001 - $15,000 None (or less than $201)
ABBOTT LABS (Stock) $1,001 - $15,000 None (or less than $201)
ABBVIE INC SHS (Stock) $1,001 - $15,000 None (or less than $201)
ACCENTURE PLC SHS (Stock) $1,001 - $15,000 None (or less than $201)
ADECCO GROUP AG (Stock) $1,001 - $15,000 None (or less than $201)
AIR PRODUCTS & CHEM (Stock) $1,001 - $15,000 None (or less than $201)
AKZO NOBEL NV SPNSD ADR (Stock) $1,001 - $15,000 None (or less than $201)
ALLERGAN PLC (Stock) $1,001 - $15,000 None (or less than $201)
ALTRIA (Stock) $1,001 - $15,000 None (or less than $201)
AMBARELLA INC (Stock) $1,001 - $15,000
AMGEN IN COM (Stock) $1,001 - $15,000 None (or less than $201)
APPLE INC (Stock) $1,001 - $15,000 None (or less than $201)
AT&T INC (Stock) $1,001 - $15,000 None (or less than $201)
AUTOMATIC DATA PROC (Stock) None (or less than $1,001) None (or less than $201)
AVIVA PLC SHS (Stock) $1,001 - $15,000 None (or less than $201)
AXA - SPONS ADR (Stock) $1,001 - $15,000 None (or less than $201)
BANCO SANTANDER SA ADR (Stock) $1,001 - $15,000 None (or less than $201)
BARCLAYS PLC ADR (Stock) $1,001 - $15,000 None (or less than $201)
BASF SE SPONSORED ADR (Stock) $1,001 - $15,000 None (or less than $201)
BAYER AG SP ADR (Stock) $1,001 - $15,000 None (or less than $201)
BAYERISCHE MOTOREN WERKE AG (Stock) $1,001 - $15,000 None (or less than $201)
BB&T CORPORATION (Stock) $1,001 - $15,000 None (or less than $201)
BECTON DICKINSON CO (Stock) $1,001 - $15,000 None (or less than $201)
BERKSHIRE HATHAWAY INC (Stock) $1,001 - $15,000 None (or less than $201)
BLACKROCK INC (Stock) $1,001 - $15,000 $201 - $1,000
BNP PARIBAS SPONSORD ADR (Stock) $1,001 - $15,000 $201 - $1,000
BP PLC (Stock) $1,001 - $15,000 None (or less than $201)
BROADCOM LTD (Stock) $1,001 - $15,000 None (or less than $201)
CA IN (Stock) $1,001 - $15,000 None (or less than $201)
CARNIVAL CORP PAIRED SHS (Stock) $1,001 - $15,000 $201 - $1,000
CATHAY PAC AIR NEW SPADR (Stock) $1,001 - $15,000 None (or less than $201)
CEMEX SAB DE CV SPND ADR (Stock) $1,001 - $15,000
CHEVRON CORP (Stock) $1,001 - $15,000 $201 - $1,000
CHINA CONSTRUCT UNSPN AD (Stock) $1,001 - $15,000 None (or less than $201)
CHOW TAI FOOK JEWELLERY GROUP LPD UNSPON ADR (Stock) None (or less than $1,001) None (or less than $201)
CHUBB LTD (Stock) $1,001 - $15,000 None (or less than $201)
CIELO S A SPONSORED ADR (Stock) None (or less than $1,001) None (or less than $201)
CINN FINCL CRP OHIO (Stock) $1,001 - $15,000 None (or less than $201)
CISCO SYSTEMS INC COM (Stock) $1,001 - $15,000 $201 - $1,000
CME GROUP INC (Stock) None (or less than $1,001) None (or less than $201)
CNH INDUSTRIAL NV (Stock) $1,001 - $15,000 None (or less than $201)
COCA COL COM (Stock) $1,001 - $15,000 None (or less than $201)
COLGATE PALMOLIVE (Stock) $1,001 - $15,000 None (or less than $201)
COMCAST CORP NEW CL A (Stock) $1,001 - $15,000 None (or less than $201)
CONTINENTAL AG SPNRD ADR (Stock) $1,001 - $15,000 None (or less than $201)
CREDIT SUISSE GP SP ADR (Stock) $1,001 - $15,000
CROWN CASTLE REIT INC (Stock) $1,001 - $15,000 $201 - $1,000
CVS HEALTH CORP (Stock) $1,001 - $15,000 None (or less than $201)
CYRUSONE INC (Stock) $1,001 - $15,000 None (or less than $201)
DAIWA SECURITIES GROUP INC SHS (Stock) $1,001 - $15,000 None (or less than $201)
DANONE-SPONS ADR (Stock) $1,001 - $15,000 None (or less than $201)
DIAGEO PLC SPSD ADR NEW (Stock) $1,001 - $15,000 None (or less than $201)
DISNEY (WALT) CO COM STK $1,001 - $15,000 None (or less than $201)
DOMINION ENERGY INC (Stock) $1,001 - $15,000 None (or less than $201)
DUKE ENERGY CORP NEW (Stock) $1,001 - $15,000 None (or less than $201)
ENCANA CORP (Stock) $1,001 - $15,000 None (or less than $201)
EXXON MOBIL CORP COM (Stock) $1,001 - $15,000 None (or less than $201)
FIDELITY NATL INFO SVCS INC (Stock) $1,001 - $15,000 None (or less than $201)
GENL DYNAMICS CORP COM (Stock) $1,001 - $15,000 None (or less than $201)
GREEK ORGANISATION OF FOTTBALL PROGNOSTI (Stock) $1,001 - $15,000 None (or less than $201)
G4S PLC SHS (Stock) $1,001 - $15,000 None (or less than $201)
HASBRO INC COM (Stock) $1,001 - $15,000 None (or less than $201)
HEIDELBERGCEMENT AG SHS (Stock) $1,001 - $15,000 None (or less than $201)
HENGAN INTL GROUP-UNSPON (Stock) $1,001 - $15,000 None (or less than $201)
HITACHI LTD 10 NEW ADR (Stock) $1,001 - $15,000 None (or less than $201)
HOME DEPOT INC $1,001 - $15,000 None (or less than $201)
HONDA MOTOR ADR NEW (Stock) $1,001 - $15,000 None (or less than $201)
HONEYWELL INTL INC DEL (Stock) $1,001 - $15,000 None (or less than $201)
HOYA CORP ADR (Stock) $1,001 - $15,000 None (or less than $201)
HP INC (Stock) None (or less than $1,001) None (or less than $201)
HSBC HLDG PLC SP ADR (Stock) $1,001 - $15,000 None (or less than $201)
HYPERMARCAS S A-SPN (Stock) $1,001 - $15,000 None (or less than $201)
ILLINOIS TOOL WORKS INC (Stock) $1,001 - $15,000 None (or less than $201)
IMPERIAL BRANDS PLC (Stock) $1,001 - $15,000 None (or less than $201)
INCITEC PIVOT LTD-SPONS (Stock) $1,001 - $15,000 None (or less than $201)
INDRA SISTEMAS SA SHS (Stock) $1,001 - $15,000
INFOSYS TECH LTD ADR (Stock) $1,001 - $15,000 None (or less than $201)
INGERSOLL-RAND PLC (Stock) $1,001 - $15,000 None (or less than $201)
INTEL CORP (Stock) $1,001 - $15,000 None (or less than $201)
INTESA SANPAOLO SPON ADR (Stock) $1,001 - $15,000 None (or less than $201)
ITAU UNIBANCO BANCO HOLD SA SPONSORED ADR (Stock) $1,001 - $15,000 None (or less than $201)
JOHNSON AND JOHNSON COM (Stock) $1,001 - $15,000 None (or less than $201)
JP MORGAN CHASE & CO (Stock) $1,001 - $15,000 None (or less than $201)
KINDER MORGAN INC DEL (Stock) $1,001 - $15,000 None (or less than $201)
KT CORP ADR (Stock) $1,001 - $15,000 None (or less than $201)
LOCKHEED MARTIN CORP (Stock) $1,001 - $15,000 None (or less than $201)
LOWE'S COMPANIES INC (Stock) $1,001 - $15,000 None (or less than $201)
LYONDELLBASELL INDUSTRIE (Stock) $1,001 - $15,000 None (or less than $201)
MARSH & MCLENNAN COS INC (Stock) $1,001 - $15,000 None (or less than $201)
MAXIM INTEGRATED PRODS (Stock) None (or less than $1,001) None (or less than $201)
MCCORMICK NON VTG (Stock) None (or less than $1,001) None (or less than $201)
MCDONALDS CORP COM (Stock) $1,001 -$15,000 None (or less than $201)
MEDTRONIC PLC SHS (Stock) $1,001 -$15,000 None (or less than $201)
MERCK AND CO INC SHS (Stock) $1,001 -$15,000 None (or less than $201)
MICROSOFT CORP (Stock) $1,001 -$15,000 $201 - $1,000
MONDELEZ INTERNATIONAL INC (Stock) $1,001 -$15,000 None (or less than $201)
MYLAN N V (Stock) $1,001 -$15,000
NEWCREST MNG LTD SPN ALDR (Stock) $1,001 -$15,000 None (or less than $201)
NEWMARKET CORP (Stock) $1,001 -$15,000 None (or less than $201)
NEXTERA ENERGY INC SHS (Stock) $1,001 -$15,000 None (or less than $201)
NIELSEN HOLDINGS PLC SHS (Stock) None (or less than $1,001) None (or less than $201)
NORFOLK SOUTHERN CORP (Stock) $1,001 -$15,000 None (or less than $201)
NOVARTIS ADR (Stock) $1,001 -$15,000 None (or less than $201)
NSK LTD ADR (Stock) $1,001 -$15,000 None (or less than $201)
NUTRIENT LTD REG SHS (Stock) $1,001 -$15,000 None (or less than $201)
PACCAR INC (Stock) $1,001 -$15,000 None (or less than $201)
PACKAGING CORP AMERICA (Stock) $1,001 -$15,000 None (or less than $201)
PAYCHEX INC (Stock) $1,001 -$15,000 None (or less than $201)
PEPSICO INC (Stock) $1,001 -$15,000 None (or less than $201)
PFIZER INC (Stock) $1,001 -$15,000 $201 - $1,000
PHILIP MORRIS INTL INC (Stock) $1,001 -$15,000 $201 - $1,000
PHILLIPS 66 SHS (Stock) $1,001 -$15,000 None (or less than $201)
PJSC GAZPROM ADR (Stock) $1,001 -$15,000 None (or less than $201)
POSCO SPN ADR (Stock) $1,001 -$15,000 None (or less than $201)
PRADA S.P.A.-UNSP ADR (Stock) $1,001 -$15,000 None (or less than $201)
PRAXAR INC (Stock) $1,001 -$15,000 None (or less than $201)
PROSIEBENSAT.1 MEDIA SE MUENCHEN ADR (Stock) $1,001 -$15,000 None (or less than $201)
REALTY INCM CRP MD PV$1. REIT (Stock) None (or less than $1,001) None (or less than $201)
RIO TINTO PLC SPNSRD ADR (Stock) $1,001 -$15,000 None (or less than $201)
ROCHE HLDG LTD SPN ADR (Stock) $1,001 -$15,000 None (or less than $201)
ROYAL BK SCOTLAND GR ADR (Stock) $1,001 -$15,000
ROYAL DUTCH SHELL PLC SPON ADR A (Stock) $1,001 -$15,000 None (or less than $201)
SAIPEMS S P A (Stock) $1,001 -$15,000
SCHLUMBERGER LTD (Stock) $1,001 -$15,000 None (or less than $201)
SCHNEIDER ELEC SE ADR (Stock) $1,001 -$15,000 None (or less than $201)
SEMPRA ENERGY (Stock) $1,001 -$15,000 None (or less than $201)
SENSATA TECHNOLOGIES HLDG PLC REGISTE (Stock) $1,001 -$15,000
SHINHAN FINL GRP SP ADR (Stock) None (or less than $1,001) None (or less than $201)
SIMON PROPERT GROUP DEL REIT (Stock) $1,001 -$15,000 None (or less than $201)
SONY CORP ADR NEW (Stock) $1,001 -$15,000 None (or less than $201)
STANDARD LIFE ABERDEEN PLC (Stock) None (or less than $1,001) None (or less than $201)
STARBUCKS CORP (Stock) None (or less than $1,001) None (or less than $201)
SUMITOMO MITSUI-UNSPONS ADR (Stock) $1,001 - $15,000 None (or less than $201)
TARGET CORP COM (Stock) None (or less than $1,001) None (or less than $201)
TELCOM ITALIA S P A NEW (Stock) $1,001 - $15,000 None (or less than $201)
TEVA PHARMACTCL INDS ADR (Stock) $1,001 - $15,000 None (or less than $201)
TEXAS INSTRUMENTS (Stock) $1,001 - $15,000 None (or less than $201)
THYSSENKRUPP AG SPON (Stock) None (or less than $1,001) None (or less than $201)
TOTAL S A SP ADR (Stock) None (or less than $1,001) None (or less than $201)
TRAVELSKY TECHNOLOGY LTD SPON ADR (Stock) $1,001 - $15,000 None (or less than $201)
TURKIYE GRTI BK SPN ADR (Stock) None (or less than $1,001) None (or less than $201)
UBS GROUP AG NAMEN-AKT (Stock) $1,001 - $15,000 None (or less than $201)
UNION PACIFIC CORP (Stock) $1,001 - $15,000 None (or less than $201)
UNITED PARCEL SVC CL B (Stock) $1,001 - $15,000 None (or less than $201)
UNITEDHEALTH GROUP INC (Stock) $1,001 - $15,000 None (or less than $201)
US BANCORP (Stock) $1,001 - $15,000 None (or less than $201)
VALERO ENERGY CORP NEW (Stock) $1,001 - $15,000 None (or less than $201)
VENTAS INC REIT (Stock) None (or less than $1,001) None (or less than $201)
VERIZON COMMUNICATIONS COM $1,001 - $15,000 None (or less than $201)
VODAFONE GROUP PLC SHS (Stock) $1,001 - $15,000 None (or less than $201)
WEC ENERGY GROUP INC SHS (Stock) $1,001 - $15,000 None (or less than $201)
WELLS FARGO & CO NEW DEL (Stock) $1,001 - $15,000 $201 - $1,000
WHIRLPOOL (Stock) $1,001 - $15,000 None (or less than $201)
WHITBREAD PLC AMERICAN (Stock) $1,001 - $15,000 None (or less than $201)
WIENERBERGER BAUST SPADR (Stock) $1,001 - $15,000 None (or less than $201)
WILLIAMS COMPANIES DEL (Stock) $1,001 - $15,000 None (or less than $201)
WPP PLC NEW ADR (Stock) $1,001 - $15,000 None (or less than $201)
3M COMPANY (Stock) $1,001 - $15,000 None (or less than $201)
MERRILL LYNCH CHECKING ACCOUNT $1,001 - $15,000
MERRILL LYNCH BANK DEPOSIT PROGRAM None (or less than $1,001) None (or less than $201)
MERRILL LYNCH PREFERRED DEPOSIT $250,001 - $500,000 $1,001 - $2,500
ISTAR FINANCIAL INC (Stock) $15,001 - $50,000 $1,001 - $2,500
ABBOTT LABS (Stock) $50,001 - $100,000 $1,001 - $2,500
ABBIVE INS SHS (Stock) $100,001 - $250,000 $2,501 - $5,000
AGILENT TECHNOLOGIES INC (Stock) $15,001 - $50,000 None (or less than $201)
ALTRIA GROUP INC (Stock) $50,001 - $100,000 $2,501 - $5,000
AT&T INC (Stock) $100,001 - $250,000 $5,001 - $15,000
CHARTER COMMUNICATIONS INC SHS CL A (Stock) $1,001 - $15,000 None (or less than $201)
CITIGROUP INC COM NEW (Stock) $1,001 - $15,000 None (or less than $201)
COCA COL COM (Stock) $50,001 - $100,000 $1,001 - $2,500
COMCAST CORP NEW CL A (Stock) $15,001 - $50,000 $201 - $1,000
DTE ENERGY COMPANY (Stock) $15,001 - $50,000 $1,001 - $2,500
DXC TECHNOLOGY CO SHS (Stock) $15,001 - $50,000 None (or less than $201)
EXPRESS SCRIPTS HLDG CO (Stock) $15,001 - $50,000 None (or less than $201)
FRONTIER COMMUNICATIONS CORP (Stock) None (or less than $1,001) None (or less than $201)
GENERAL MOTORS CO COMMON STOCK (Stock) None (or less than $1,001) None (or less than $201)
GLAXOSMITHKLINE PLC ADR (Stocks) $15,001 - $50,000 $201 - $1,000
HANOVER INS GROP INC (Stock) $100,001 - $250,000 $1,001 - $2,500
HEWLETT PACKARD ENTERPRISE CO (Stock) $15,001 - $50,000 $201 - $1,000
HOME DEPOT INC (Stock) $100,001 - $250,000 $2,501 - $5,000
HOP INC (Stock) $15,001 - $50,000 $1,001 - $2,500
JOHNSON AND JOHNSON COM (Stock) $50,001 - $100,000 $1,001 - $2,500
KEYSIGHT TECHNOLOGIES INC SHS WHEN ISSUE (Stock) $1,001 - $15,000 None (or less than $201)
KLA TENCOR CORP PV$0.001 (Stock) $15,001 - $50,000 $1,001 - $2,500
KRAFT (THE) HEINZ CO SHS (Stock) $15,001 - $50,000 $201 - $1,000
MERCK AND CO INC SHS (Stock) $15,001 - $50,000 $1,001 - $2,500
MICRO FOCUS INTL-SPN (Stock) $1,001 - $15,000 $201 - $1,000
MICROSOFT CORP (Stock) $100,001 - $250,000 $1,001 - $2,500
MONDELEZ INTERNATIONAL INC (Stock) $15,001 - $50,000 $201 - $1,000
MOTOROLA SOLUTIONS INC (Stock) $15,001 - $50,000 $201 - $1,000
MOTORS LIQ CO GUC TR UNIT BEN INT (Stock) None (or less than $1,001) None (or less than $201)
ORACLE CORP DEL (Stock) $15,001 - $50,000 $201 - $1,000
PERSPECTA INC REG SHS (Stock) $1,001 - $15,000 None (or less than $201)
PFIZER INC (Stock) $15,001 - $50,000 $1,001 - $2,500
PHILIP MORRIS INTL INC (Stock) $100,001 - $250,000 $5,001 - $15,000
PUB SVC ENTERPRISE GRP (Stock) $15,001 - $50,000 $201 - $1,000
UNITED CONTL HLDGS INC (Stock) $1,001 - $15,000 None (or less than $201)
UNITED PARCEL SVC CL B (Stock) $15,001 - $50,000 $201 - $1,000
VERIZON COMMUNICATIONS COM (Stock) $15,001 - $50,000 $2,501 - $5,000
VODAFONE GROUP PLC SHS (Stock) $1,001 - $15,000 $201 - $1,000
WALMART INC (Stock) $15,001 - $50,000 $201 - $1,000
WT07 19 GENERAL MOTORS CO USD (Stock) None (or less than $1,001) None (or less than $201)
BANK OF AMERICA NA RASP $1,001 - $15,000 None (or less than $201)
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND (Fund) None (or less than $1,001) None (or less than $201)
FIRST TR EXCHANGE TRADED (Fund) None (or less than $1,001) None (or less than $201)
HEALTH CARE SELECT SPDR (Fund) None (or less than $1,001) None (or less than $201)
INVESCO EMERGING MARKETS (Fund) None (or less than $1,001) None (or less than $201)
INVESCO PREFERRED ETF (Fund) None (or less than $1,001) None (or less than $201)
ISHARES NASDAQ BIOTECH (Fund) None (or less than $1,001) None (or less than $201)
ISHARES IBOXX $ (Fund) $1,001 - $15,000 None (or less than $201)
ISHARES TIPS (Fund) None (or less than $1,001) None (or less than $201)
ISHARES 3-7 YEAR (Fund) None (or less than $1,001) None (or less than $201)
ISHARES MBS ETF (Fund) $1,001 - $15,000 None (or less than $201)
ISHARES IBOXX$ HIGH YIEL (Fund) None (or less than $1,001) None (or less than $201)
ISHARES INC CORE MSCI (Fund) $1,001 - $15,000 None (or less than $201)
ISHARES TR CORE MSCI EAF (Fund) $1,001 - $15,000 None (or less than $201)
MATERIALS SELECT SECTOR (Fund) None (or less than $1,001) None (or less than $201)
REAL ESTATE SELECT (Fund) None (or less than $1,001) None (or less than $201)
SECTOR SPDR CONSMRS STPL (Fund) $1,001 - $15,000 None (or less than $201)
SECTOR SPDR ENERGY (Fund) None (or less than $1,001) None (or less than $201)
SECTOR SPDR INDUSTRIAL (Fund) $1,001 - $15,000 None (or less than $201)
SECTOR SPDR UTILITIES (Fund) None (or less than $1,001) None (or less than $201)
SPDR S&P INSURANCE ETF (Fund) None (or less than $1,001) None (or less than $201)
VANECK VECTORS J.P. (Fund) None (or less than $1,001) None (or less than $201)
VANGUARD FINANCIALS ETF (Fund) $1,001 - $15,000 None (or less than $201)
VANGUARD INFORMATION (Fund) $1,001 - $15,000 None (or less than $201)
VANGUARD INTERMEDIATE (Fund) $1,001 - $15,000 None (or less than $201)
VANGUARD SHORT TERM BOND (Fund) $1,001 - $15,000 None (or less than $201)
HSBC (Savings Account) $15,001 - $50,000 None (or less than $201)
MERRILL LYNCH IRREVOCABLE LIFE INSURANCE TRUST $500,001 - $1,000,000

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