Robert L. Jones

2020

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Pull out the substance of this filing.

What was filed

235
investments
5
positions
0
gifts
0
agreements
0
debts
5
reimbursements
0
income
5
spouse income

Named parties

Lubbock Country Club
Federal Bar Association
Texas Tech University - salary

As filed

Robert Jones IRA carried by Wells Fargo Clearing Serv., custodian (H)

American FDS Global Balanced Market Fund and cash — Int/Div

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

Pradential Alliance Acct (savings account) — Interest

LPL Financial (Beneficiary) IRA

Deposit Cash Account (Insured) Goldman Sachs Bank USA. et al. — Interest

Mutual Funds

Blackrock High Yield Bond — Int/Div — Sold

American Century Equity — Int/Div — Sold

Blackrock Multi Asset Income — Int/Div — Buy

Blackrock Global — Int/Div

Calamos Market Neutral — Int/Div — Sold

ohn Hancock Bond — Int/Div — Buy

Ishares U.S. Pfd. Stock — Int/Div

Victory Shares U.S. Equity — None

Pimco Income — Int/Div

Pimco All Asset — Int/Div — Sold

T Rowe Price Cap — Int/Div — Buy

Oppenheiner Steelpath MLP — Int/Div — Sold

Washington Mutual — Int/Div — Sold (part)

P. Morgan Hedged Equity — Int/Div — Buy

LPL Financial Account (H)

Deposit Cash Account (Insured) - Goldman Sachs Bank USA, etal. (X) — Interest

P 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 Municipal Fund — Int/Div

AMCAP — Int/Div

American Century Equity Income — Int/Div

T Rowe Price — Int/Div

Calamos Market Neutral — Int/Div

Capital Income Builder — Int/Div

Franklin High Yield — Int/Div

Thornburg Strategic Mun. Income — Int/Div

Plains Capital Bank Account — Interest

Wells Fargo Account — Interest

Rent House Lubbock, TX (1/2 interest) ($104,000-100% int.) — Rent

Robert Jones IRA carried by Wells Fargo Clearing Serv., custodian (H)

American FDS Global Balanced Market Fund and cash — Int/Div

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

Pradential Alliance Acct (savings account) — Interest

LPL Financial (Beneficiary) IRA

Deposit Cash Account (Insured) Goldman Sachs Bank USA. et al. — Interest

Mutual Funds

Blackrock High Yield Bond — Int/Div — Sold

American Century Equity — Int/Div — Sold

Blackrock Multi Asset Income — Int/Div — Buy

Blackrock Global — Int/Div

Calamos Market Neutral — Int/Div — Sold

ohn Hancock Bond — Int/Div — Buy

Ishares U.S. Pfd. Stock — Int/Div

Victory Shares U.S. Equity — None

Pimco Income — Int/Div

Pimco All Asset — Int/Div — Sold

T Rowe Price Cap — Int/Div — Buy

Oppenheiner Steelpath MLP — Int/Div — Sold

Washington Mutual — Int/Div — Sold (part)

P. Morgan Hedged Equity — Int/Div — Buy

LPL Financial Account (H)

Deposit Cash Account (Insured) - Goldman Sachs Bank USA, etal. (X) — Interest

P 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 Municipal Fund — Int/Div

AMCAP — Int/Div

American Century Equity Income — Int/Div

T Rowe Price — Int/Div

Calamos Market Neutral — Int/Div

Capital Income Builder — Int/Div

Franklin High Yield — Int/Div

Thornburg Strategic Mun. Income — Int/Div

Plains Capital Bank Account — Interest

Wells Fargo Account — Interest

Rent House Lubbock, TX (1/2 interest) ($104,000-100% int.) — Rent

Robert Jones IRA carried by Wells Fargo Clearing Serv., custodian (H)

American FDS Global Balanced Market Fund and cash — Int/Div

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

Pradential Alliance Acct (savings account) — Interest

LPL Financial (Beneficiary) IRA

Deposit Cash Account (Insured) Goldman Sachs Bank USA. et al. — Interest

Mutual Funds

Blackrock High Yield Bond — Int/Div — Sold

American Century Equity — Int/Div — Sold

Blackrock Multi Asset Income — Int/Div — Buy

Blackrock Global — Int/Div

Calamos Market Neutral — Int/Div — Sold

ohn Hancock Bond — Int/Div — Buy

Ishares U.S. Pfd. Stock — Int/Div

Victory Shares U.S. Equity — None

Pimco Income — Int/Div

Pimco All Asset — Int/Div — Sold

T Rowe Price Cap — Int/Div — Buy

Oppenheiner Steelpath MLP — Int/Div — Sold

Washington Mutual — Int/Div — Sold (part)

P. Morgan Hedged Equity — Int/Div — Buy

LPL Financial Account (H)

Deposit Cash Account (Insured) - Goldman Sachs Bank USA, etal. (X) — Interest

P 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 Municipal Fund — Int/Div

AMCAP — Int/Div

American Century Equity Income — Int/Div

T Rowe Price — Int/Div

Calamos Market Neutral — Int/Div

Capital Income Builder — Int/Div

Franklin High Yield — Int/Div

Thornburg Strategic Mun. Income — Int/Div

Plains Capital Bank Account — Interest

Wells Fargo Account — Interest

Rent House Lubbock, TX (1/2 interest) ($104,000-100% int.) — Rent

Robert Jones IRA carried by Wells Fargo Clearing Serv., custodian (H)

American FDS Global Balanced Market Fund and cash — Int/Div

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

Pradential Alliance Acct (savings account) — Interest

LPL Financial (Beneficiary) IRA

Deposit Cash Account (Insured) Goldman Sachs Bank USA. et al. — Interest

Mutual Funds

Blackrock High Yield Bond — Int/Div — Sold

American Century Equity — Int/Div — Sold

Blackrock Multi Asset Income — Int/Div — Buy

Blackrock Global — Int/Div

Calamos Market Neutral — Int/Div — Sold

ohn Hancock Bond — Int/Div — Buy

Ishares U.S. Pfd. Stock — Int/Div

Victory Shares U.S. Equity — None

Pimco Income — Int/Div

Pimco All Asset — Int/Div — Sold

T Rowe Price Cap — Int/Div — Buy

Oppenheiner Steelpath MLP — Int/Div — Sold

Washington Mutual — Int/Div — Sold (part)

P. Morgan Hedged Equity — Int/Div — Buy

LPL Financial Account (H)

Deposit Cash Account (Insured) - Goldman Sachs Bank USA, etal. (X) — Interest

P 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 Municipal Fund — Int/Div

AMCAP — Int/Div

American Century Equity Income — Int/Div

T Rowe Price — Int/Div

Calamos Market Neutral — Int/Div

Capital Income Builder — Int/Div

Franklin High Yield — Int/Div

Thornburg Strategic Mun. Income — Int/Div

Plains Capital Bank Account — Interest

Wells Fargo Account — Interest

Rent House Lubbock, TX (1/2 interest) ($104,000-100% int.) — Rent

Robert Jones IRA carried by Wells Fargo Clearing Serv., custodian (H)

American FDS Global Balanced Market Fund and cash — Int/Div

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

Pradential Alliance Acct (savings account) — Interest

LPL Financial (Beneficiary) IRA

Deposit Cash Account (Insured) Goldman Sachs Bank USA. et al. — Interest

Mutual Funds

Blackrock High Yield Bond — Int/Div — Sold

American Century Equity — Int/Div — Sold

Blackrock Multi Asset Income — Int/Div — Buy

Blackrock Global — Int/Div

Calamos Market Neutral — Int/Div — Sold

ohn Hancock Bond — Int/Div — Buy

Ishares U.S. Pfd. Stock — Int/Div

Victory Shares U.S. Equity — None

Pimco Income — Int/Div

Pimco All Asset — Int/Div — Sold

T Rowe Price Cap — Int/Div — Buy

Oppenheiner Steelpath MLP — Int/Div — Sold

Washington Mutual — Int/Div — Sold (part)

P. Morgan Hedged Equity — Int/Div — Buy

LPL Financial Account (H)

Deposit Cash Account (Insured) - Goldman Sachs Bank USA, etal. (X) — Interest

P 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 Municipal Fund — Int/Div

AMCAP — Int/Div

American Century Equity Income — Int/Div

T Rowe Price — Int/Div

Calamos Market Neutral — Int/Div

Capital Income Builder — Int/Div

Franklin High Yield — Int/Div

Thornburg Strategic Mun. Income — Int/Div

Plains Capital Bank Account — Interest

Wells Fargo Account — Interest

Rent House Lubbock, TX (1/2 interest) ($104,000-100% int.) — Rent

Stockholder, Lubbock Country Club

Reimbursement — Federal Bar Association — 1/10/2020 — Irving, Texas — Bench/Bar Conference — Transportation

Spouse's income — 2020 — Texas Tech University - salary

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.