Jan M Adler

2018

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What was filed

250
investments
4
positions
0
gifts
1
agreements
0
debts
1
reimbursements
1
income
0
spouse income

Named parties

EQUITY PARTNERS SPECIAL PURPOSE LLC
TRUST #1
FEDERAL MAGISTRATE JUDGES ASSOCIATION
JEWISH FAMILY SERVICES SAN DIEGO
EQUITY PARTNERS SPECIAL PURPOSE LLC - MEMBER INCOME

As filed

TRUST #1

AMERIPRISE BROKERAGE ACCOUNT IRA#1 - MM CASH EQUIVALENTS — None

HIGHLANDS REIT — None

INVESTRUST PROPERTIES — Dividend

AMERIPRISE BROKERAGE ACCOUNT IRA#2 - MM CASH EQUIVALENTS — None

AMERICAN CAPITAL INCOME BUILDER - A — Dividend

AMERICAN CAPITAL WORLD GROWTH & INCOME — Dividend

AMERIPRISE ONE FINANCIAL ACCOUNT - MM CASH EQUIVALENTS — None — Buy (add'l)

AMERIPRISE ONE FINANCIAL ACCOUNT - MM CASH EQUIVALENTS — Buy (add'l)

AMCAP CL A — None — Sold

AMERICAN FUNDS AMERICAN BALANCED CL A — None — Sold

NEW PERSPECTIVE CL A — None — Sold

NEW WORLD CL A — None — Sold

CNL HEATHCARE TR INC — Dividend

STRATEGIC PORFOLIO SERVICE ADVANTAGE #1 - CASH EQUIVALENTS — None — Sold (part)

STRATEGIC PORFOLIO SERVICE ADVANTAGE #1 - CASH EQUIVALENTS — Sold (part)

AMCAP CL A — Dividend — Buy

AMERICAN FUNDS AMERICA BALANCED CL A — Dividend — Buy

AMERICAN FUNDS AMERICA BALANCED CL A — Sold (part)

AMERICAN CENTURY CALIFORNIA HIGH YIELD MUN INVESTOR CL — Dividend — Buy

BARON SMALL CAP FUND — Dividend

BLACKROCK CALIFORNIA MUN OPPTYS INSTL CL — None — Buy

FRANKLIN CONVERTIBLE SECS ADVISOR CL — Dividend — Buy

FRANKLIN MANAGED TR RISING DIVIDEND FUND CL A — Dividend

GABELLI ASSET CL SHR CLASS EX — None — Sold (part)

CLEARBRIDGE MIDCAP CORE A — Dividend

NEW PERSPECTIVE CL A — None — Buy

NEW WORLD CL A — None — Buy

VIRTUS REAL ESTATE SECURITIES — Dividend

iSHARES CORE US AGGREGATE BOND — Dividend — Sold (part)

iSHARES CORE US AGGREGATE BOND — Sold (part)

iSHARES CORE US AGGREGATE BOND — Sold

iSHARES SHORT TREASURY BOND ETF — Dividend — Buy

iSHARES SHORT TREASURY BOND ETF — Sold (part)

iSHARES SHORT TREASURY BOND ETF — Sold

iSHARES EDGE MSCI MIN VOLATILITY EAFE — Dividend — Buy

POWERSHARES EMERGING MARKETS N/K/A INVESCO EMERGING MARKETS — Dividend — Sold (part)

POWERSHARES EMERGING MARKETS N/K/A INVESCO EMERGING MARKETS — Sold (part)

POWERSHARES EMERGING MARKETS N/K/A INVESCO EMERGING MARKETS — Sold

SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF — Dividend — Sold (part)

SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF — Sold (part)

SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF — Sold

VANGUARD SHORT TERM CORP BOND ETF — Dividend — Sold (part)

VANGUARD SHORT TERM CORP BOND ETF — Sold (part)

VANGUARD SHORT TERM CORP BOND ETF — Sold

S&P 500 ETF TRUST (SPDR) UNIT SER 1 — Dividend

VANGUARD TOTAL STOCK MARKET — Dividend

AMERIPRISE ACTIVE PORFOLIO IRA - CASH EQUIVALENTS — Dividend

iSHARES CORE S&P ETF — Dividend — Buy (add'l)

iSHARES CORE S&P ETF — Buy (add'l)

iSHARES CORE S&P ETF — Sold (part)

iSHARES CORE S&P ETF — Buy (add'l)

iSHARES CORE S&P ETF — Sold (part)

iSHARES CORE S&P ETF — Buy (add'l)

iSHARES CORE S&P ETF — Sold (part)

iSHARES CORE US AGGREGATE BOND ETF — Dividend — Buy (add'l)

iSHARES CORE US AGGREGATE BOND ETF — Buy (add'l)

SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF — Dividend — Buy (add'l)

SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF — Buy (add'l)

SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF — Dividend — Buy (add'l)

SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF — Sold (part)

SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF — Buy (add'l)

SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF — Sold (part)

SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF — Sold

SECTOR MATERIALS SELECT SECTOR SPDR ETF — Dividend — Buy (add'l)

SECTOR MATERIALS SELECT SECTOR SPDR ETF — Sold (part)

SECTOR MATERIALS SELECT SECTOR SPDR ETF — Buy (add'l)

SECTOR MATERIALS SELECT SECTOR SPDR ETF — Sold (part)

SECTOR MATERIALS SELECT SECTOR SPDR ETF — Buy (add'l)

SECTOR MATERIALS SELECT SECTOR SPDR ETF — Sold (part)

SECTOR ENERGY SELECT SECTOR SPDR ETF — Dividend — Buy

SECTOR HEALTHCARE SELECT SECTOR SPDR ETF — None — Sold

SECTOR FINANCIAL SELECT SECTOR SPDR ETF — Dividend — Buy

SECTOR FINANCIAL SELECT SECTOR SPDR ETF — Buy (add'l)

SECTOR FINANCIAL SELECT SECTOR SPDR ETF — Sold (part)

SECTOR FINANCIAL SELECT SECTOR SPDR ETF — Buy (add'l)

SECTOR FINANCIAL SELECT SECTOR SPDR ETF — Sold (part)

SECTOR FINANCIAL SELECT SECTOR SPDR ETF — Buy (add'l)

SECTOR FINANCIAL SELECT SECTOR SPDR ETF — Sold (part)

SECTOR INDUSTRIAL SELECT SECTOR SPDR ETF — Dividend — Buy

SECTOR INDUSTRIAL SELECT SECTOR SPDR ETF — Buy (add'l)

SECTOR INDUSTRIAL SELECT SECTOR SPDR ETF — Sold (part)

SELECT SECTOR TR REAL ESTATE SPDR ETF — Dividend — Buy (add'l)

SELECT SECTOR TR REAL ESTATE SPDR ETF — Sold (part)

SELECT SECTOR TR REAL ESTATE SPDR ETF — Sold

SELECT UTILITIES SELECT SECTOR SPDR ETF — Dividend — Sold (part)

SELECT UTILITIES SELECT SECTOR SPDR ETF — Buy (add'l)

SELECT UTILITIES SELECT SECTOR SPDR ETF — Sold

AMERICAN STRATEGIC PORTFOLIO SERVICE ADVISOR IRA#1 - CASH EQUIVALENT — None

ALPHABET INC CL A — Dividend — Sold (part)

AMGEN INC — Dividend — Buy (add'l)

BANK AMERICA CORP — Dividend — Sold (part)

BANK AMERICA CORP — Buy (add'l)

CISCO SYSTEMS INC — Dividend — Sold (part)

CISCO SYSTEMS INC — Sold (part)

CLOROX COMPANY — Dividend — Sold (part)

CLOROX COMPANY — Buy (add'l)

DOWDUPONT INC — Dividend — Buy (add'l)

DOWDUPONT INC — Buy (add'l)

ENTERPRISE PRODUCTS PARTNERS LTC PARTNERSHIP — Distribution — Buy (add'l)

ENTERPRISE PRODUCTS PARTNERS LTC PARTNERSHIP — Sold

HALLIBURTON COMPANY — Dividend — Buy

HASBRO INC — Dividend — Buy (add'l)

HASBRO INC — Buy (add'l)

HOME DEPOT — Dividend — Sold (part)

HOME DEPOT — Buy (add'l)

HONEYWELL INTL INC — Dividend — Buy (add'l)

INTEL CORP — Dividend — Sold (part)

INTEL CORP — Sold (part)

JPMORGAN CHASE & COMPANY — Dividend — Sold (part)

JPMORGAN CHASE & COMPANY — Buy (add'l)

JOHNSON & JOHNSON — Dividend — Buy

JOHNSON & JOHNSON — Buy (add'l)

MAXIM INTEGRATED PRODUCTS INC — Dividend — Sold (part)

MAXIM INTEGRATED PRODUCTS INC — Sold (part)

MERCK & COMPANY INC NEW — Dividend — Sold

MICROSOFT CORP — Dividend — Sold (part)

MICROSOFT CORP — Sold (part)

OLLIES BARGAIN OUTLET HOLDINGS INC — None — Sold (part)

OLLIES BARGAIN OUTLET HOLDINGS INC — Sold (part)

RAYMOND JAMES FINANCIAL INC — Dividend — Buy (add'l)

RAYMOND JAMES FINANCIAL INC — Buy (add'l)

UNITED HEALTH GROUP INC — Dividend — Sold (part)

UNITED HEALTH GROUP INC — Sold (part)

VANGUARD MID CAP ETF — Dividend — Buy (add'l)

VANGUARD MID CAP ETF — Buy (add'l)

VANGUARD SMALL CAP ETF — Dividend — Buy (add'l)

VANGUARD SMALL CAP ETF — Sold (part)

XYLEM INC — Dividend — Sold (part)

XYLEM INC — Buy (add'l)

AMERIPRISE STRATEGIC PORTFOLIO SERVICE ADVISOR IRA#2 - CASH EQUIVALENT — Dividend

BLACKROCK HIGH YIELD BOND INSTL CL — Dividend — Buy

FRANKLIN CONVERTIBLE SECS ADVISOR CL — Dividend — Buy

BRANDYWINEGLOBAL GLOBAL OPPTYS BOND CL — Dividend — Buy

PGIM TOTAL RETURN BOND CL2 — Dividend — Buy

INVESCO LTD — Dividend — Buy

INVESCO LTD — Buy (add'l)

AETNA INC NEW — None — Sold

ALPHABET INC CL A — None — Sold (part)

ALPHABET INC CL A — Sold (part)

CELGENE CORP — None — Buy

CELGENE CORP — Buy (add'l)

CELGENE CORP — Sold

CENTENE CORP DEL — None — Sold (part)

CENTENE CORP DEL — Sold (part)

CHINA MOBILE LIMITED SPONSORED ADRS — None — Buy (add'l)

CHINA MOBILE LIMITED SPONSORED ADRS — Sold

CHUBB LTD — Dividend — Sold

CISCO SYSTEMS INC — Dividend — Sold (part)

CISCO SYSTEMS INC — Sold (part)

WALT DISNEY CO — Dividend — Sold (part)

WALT DISNEY CO — Buy (add'l)

WALT DISNEY CO — Sold (part)

DOWDUPONT INC — Dividend — Sold (part)

DOWDUPONT INC — Buy (add'l)

DOWDUPONT INC — Sold (part)

EXXON MOBILE CORP — Dividend — Sold (part)

EXXON MOBILE CORP — Buy (add'l)

EXXON MOBILE CORP — Sold (part)

HALLIBURTON COMPANY — Dividend — Buy

HOME DEPOT INC — Dividend — Sold (part)

HOME DEPOT INC — Buy (add'l)

HOME DEPOT INC — Sold (part)

IRON MOUNTAIN INC NEW — None — Buy

iSHARES TIPS BOND ETF — Dividend — Buy (add'l)

iSHARES TIPS BOND ETF — Sold (part)

iSHARES TIPS BOND ETF — Sold

iSHARES iBOXX $INVESTMENT GRADE CORP BOND ETF — Dividend — Buy (add'l)

iSHARES iBOXX $INVESTMENT GRADE CORP BOND ETF — Sold (part)

iSHARES iBOXX $INVESTMENT GRADE CORP BOND ETF — Sold

iSHARES 7-10 YR TREASURY BOND ETF — Dividend — Buy (add'l)

iSHARES 7-10 YR TREASURY BOND ETF — Sold (part)

iSHARES 7-10 YR TREASURY BOND ETF — Sold

iSHARES 1-3 YR TREASURY BOND ETF — Dividend — Sold (part)

iSHARES 1-3 YR TREASURY BOND ETF — Sold

iSHARES MBS ETF — Dividend — Buy (add'l)

iSHARES MBS ETF — Sold (part)

iSHARES MBS ETF — Sold

iSHARES SHORT TREASURY BOND ETF — Dividend — Buy

iSHARES SHORT TREASURY BOND ETF — Sold

iSHARES CORE MSCI EFE ETF — Dividend — Sold (part)

iSHARES CORE MSCI EFE ETF — Sold (part)

iSHARES CORE MSCI EFE ETF — Buy (add'l)

JOHNSON & JOHNSON — Dividend — Buy

JOHNSON & JOHNSON — Buy (add'l)

KONINKLIJKE PHILIPS NV SPONSORED ADR — Dividend — Buy (add'l)

KONINKLIJKE PHILIPS NV SPONSORED ADR — Sold (part)

MASTERCARD INC CL A — Dividend — Buy

MERCK & COMPANY INC NEW — Dividend — Sold

MICROSOFT CORP — Dividend — Sold (part)

MICROSOFT CORP — Sold (part)

POWERSHARES EMERGING MARKET N/K/A INVESCO EMERGING MARKET SOVEREIGN — Dividend — Buy (add'l)

POWERSHARES EMERGING MARKET N/K/A INVESCO EMERGING MARKET SOVEREIGN — Sold

POWERSAHRES SENIOR LOAN N/K/A INVESCO SENIOR LOAN PORT ETF — Dividend — Buy (add'l)

POWERSAHRES SENIOR LOAN N/K/A INVESCO SENIOR LOAN PORT ETF — Buy (add'l)

POWERSAHRES SENIOR LOAN N/K/A INVESCO SENIOR LOAN PORT ETF — Sold (part)

POWERSAHRES SENIOR LOAN N/K/A INVESCO SENIOR LOAN PORT ETF — Sold

RAYMOND JAMES FINANCIAL INC — Dividend — Sold (part)

RAYMOND JAMES FINANCIAL INC — Sold (part)

SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF — Dividend — Buy (add'l)

SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF — Sold

SCHWAB CHARLES CORP NEW — Dividend — Sold (part)

SCHWAB CHARLES CORP NEW — Sold (part)

SCHWAB CHARLES CORP NEW — Sold

SEALED AIR CORP NEW — Dividend — Sold (part)

SEALED AIR CORP NEW — Buy (add'l)

SEALED AIR CORP NEW — Sold (part)

SOUTHERN COPPER CORP DEL — Dividend — Buy

SOUTHERN COPPER CORP DEL — Buy (add'l)

SYMANTEC CORP — Dividend — Buy (add'l)

SYMANTEC CORP — Buy (add'l)

SYMANTEC CORP — Sold

UNILEVER PLC SPONSORED ADR NEW — Dividend — Buy (add'l)

UNILEVER PLC SPONSORED ADR NEW — Sold (part)

UNILEVER PLC SPONSORED ADR NEW — Buy (add'l)

VANGUARD SHORT TERM CORP BOND ETF — Dividend — Sold (part)

VANGUARD SHORT TERM CORP BOND ETF — Sold (part)

VANGUARD SHORT TERM CORP BOND ETF — Sold

VANGUARD MID CAP ETF — Dividend — Sold (part)

VANGUARD MID CAP ETF — Sold (part)

VANGUARD SMALL CAP ETF — Dividend — Sold (part)

VANGUARD SMALL CAP ETF — Sold (part)

XYLEM INC — Dividend — Buy

XYLEM INC — Buy (add'l)

RIVERSOURCE LIFE INSURANCE RAVA 5 - COLUMBIA VP — None

RIVERSOURCE RETIREMENT ADVISOR 4 - VP MODERATE CL 4 — None

RIVERSOURCE LIFE PROTECTION PLUS UL INSURANCE — None

JP MORGAN CHASE BANK ACCOUNTS — Interest

MEMBER, EQUITY PARTNERS SPECIAL PURPOSE LLC

CO-TRUSTEE, TRUST #1

9TH CIRCUIT DIRECTOR, FEDERAL MAGISTRATE JUDGES ASSOCIATION

MEMBER, BOARD OF DIRECTORS, JEWISH FAMILY SERVICES SAN DIEGO

Agreement — 2018 — FEE INCOME FROM FORMER LAW FIRM TO BE COLLECTED FOR WORK PERFORMED BEFORE LEAVING THE FIRM, APPROXIMATELY $35,000 PER YEAR THROUGH 2025.

Reimbursement — FEDERAL MAGISTRATE JUDGES ASSOCIATION — 03/19/18-03/21/18 — WASHINGTON, D.C. — BOARD MEETINGS — TRANSPORTATION, HOTEL AND FOOD

Income — 2018 — EQUITY PARTNERS SPECIAL PURPOSE LLC - MEMBER INCOME — $25,323.00

PART VII. LINE 17 AND LINE 27: AMCAP TRANSFER OF ASSETS FROM AMERIPRISE ONE FINANCIAL TO STRATEGIC PORTFOLIO SERVICE

ADVANTAGE #1.

PART VII. LINE 18 AND 28: AMERICAN FUNDS AMERICAN BALANCED CL A TRANSFER OF ASSETS FROM AMERIPRISE ONE FINANCIAL TO

STRATEGIC PORTFOLIO SERVICE ADVANTAGE #1.

PART VII. LINE 19 AND 37: NEW PERSPECTIVE CL A TRANSFER OF ASSETS FROM AMERIPRISE ONE FINANCIAL TO STRATEGIC PORTFOLIO

SERVICE ADVANTAGE #1.

PART VII. LINE 20 AND 38: NEW WORLD CL A TRANSFER OF ASSETS FROM AMERIPRISE ONE FINANCIAL TO STRATEGIC PORTFOLIO

SERVICE ADVANTAGE #1.

PART VII LINES 211 AND 213: NAME CHANGE.

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.