# Richard L. Jones

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19621

## Record

- **Judge:** Richard L. Jones
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 8

## Text

Blackrock High Yield Bond — Int/Div
American Century Equity — Int/Div
Robert Jones IRA carried by Wells Fargo Clearing Serv., custodian (H)
American Funds Balanced Fund (Mutual Fund) — Int/Div — Sold
American FDS Global Balanced Market Fund and cash — Int/Div — Buy
Texas Teacher Retirement System (Texas Tech University) — Interest
Texas Saver (457 Program) (H)
LifePath Index 2020 Fund (Money Market Fund) — None
Wells Fargo Market Rate Savings Account — Interest
Wells Fargo Market Rate Plus Savings Account — Interest
Wells Fargo Advantage Plus Checking Account — Interest
Prudential Alliance Acct (savings account) — Interest
LPL Financial (Beneficiary) IRA
Deposit Cash Account - JP Morgan Mun Money Market Fund — Interest
Mutual Funds
Blackrock Global — Int/Div
Calamos Market Neutral — Int/Div
Ishares L.S. Pid. Stock — Int/Div
Oakmark Equity & Income — Int/Div — Sold
Victory Shares U.S. Equity — None — Buy
Pimco Income — Int/Div
Virtus SEIX — Int/Div
Oppenheiner Steelpath MLP — Int/Div
Washmgton Mutual — Int/Div
LPL Financial Account (H)
JP Morgan Muni Money Market Fund — Interest
Equities
AT&T, Inc — Int/Div
Chevron Corp. — Int/Div
Enbridge, Inc — Int/Div
Ventas. Inc — Int/Div
Goldman Sachs Group, Inc. (corporate bonds) — Interest
Mutual Funds
Western Asset Mumcipal Fund — Int/Div
AMCAP — Int/Div
American Century Equity Income — Int/Div
Blackrock Global Investor — Int/Div
Calamos Market Neutral — Int/Div
Capital Income Builder — Int/Div
Franklin High Yield — Int/Div
Pimco All Asset — Int/Div
Thomburg Strategic Mun. Income — Int/Div
Plains Capital Bank Account — Interest
Wells Fargo Account — Interest
Rent House Lubbock, TX (1/2 interest) (S104.000- 100% int.) — Rent
Swxkholder, Lubbock Country Club
Liability — Wachovia Education Finance (ACS Education Services) — Parent Plus Loan
Reimbursement — Federal Bar Association — 1122018 — Irving, Texas — Beneh/Bar Conference — Transportation and food
Spouse's income — 2018 — Texas Tech University - salary
Part VIL. line 1: Wells Fargo Clearing Services is defined as Wells Fargo Advisors on reports | receive on the status of the IRA. | do not know the nature of First

Clearing Corp.'s affiliation, if any, with Wells Fargo Clearing Services. But the IRA has always been managed by Wells Fargo Advisors,

Part VII. line 13: This asset was previously with NexBank SSB,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19621. Public record. Not legal advice.
