Jerry A. Brown

2017Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 39

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • CitiMortgage
  • Chase

As filed

New Orleans, LA rental property-parcel — Rent

New Orleans, LA rental property-parcel 2 — Rent

New Orleans, LA rental property-parcel 4 — Rent

New Orleans, LA rental property-parcel § — Reat

New Orleans, .LA rental property-parcel 6 — Rent

IBM-common stock — Int/Div

Occidental Pet. common stock — Int/Div

Capitol One — Interest

Capitol One Inv. LLC — Int/Div

Scudder Tax Free Fund — Int/Div

Vinbro, Inc.<common stock (New Orleans, LA) — Rent

Vinbro, Inc.-common stock (New Orleans, LA) — Reat

Safe Co. Muni Bond Fund — Int/Div

Merrill Lynch Global Allocation — Int/Div

Janus Twenty Fund — Int/Div

20th Century Ultra Fund — Int/Div

Vanguard Health Care Portion — Int/Div

DWS Investments — Int/Div

Nicholas Fund — Int/Div

New Orleans, LA rental prop.-parcel 7 — Rent

AIM Large Cap Growth Fund — Int/Div

Microsoft-Common stock — Int/Div

New Orleans rental property - Parcel 8 — Rent

LPL Fmancial — Distribution

AMCAP Fund Class A — Distribution

Capital World Growth & Income Fund Class A — Distribution

Fundamental Investors Inc. Class A — Distribution

Income Fund of America Class A — istmbution

Franklin Utilities Fund Class C — istmbution

Franklin Income Fund Class ( — Distribution

Franklin Rising Dividends Class € — Distribution

Franklin Mutual Global Discovery — Distribution

New Perspective Fund Class A — istnbution

Pimco All Asset All Authority Fund — Distribution

Whitney Bank Checking Account — None

Vinbro, Inc, common stock (New Orleans, LA} — Int/Div

Vinbro, Inc. common stock (New Orleans, LA) — Int/Div

Hancock Holding Co — Int/Div

California Resources Corp. — Int/Div

Liability — CitiMortgage — Mortgage loan - NO. rental property

Liability — Chase — Mongage loan-N.Q. rental property

Continuation of:

Part VI, the Ditech mortgage that was listed on the 2016 form at Line | was paid in full

Part VIL, Lines 11 and 12 show for the calendar year 2016 the income to JIN . that is a flow through from a subchapter § corporation in which JN

I own stock (in different amounts because of donations | made years ago of most of my stock to J ).

Part VII, Line 24 the figures stated for the LPL retirment accuont are as of December 31, 2017

Part VII, Lines 25-37, show the specific funds m which LPL Financial has invested 99% of the funds it has. The income, gross value, und other information for all

the individual funds are shown as a cumulative figure on line 24.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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Jerry A. Brown | Frix