Robert B. Jones jr
2017Annual
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What was filed
35
investments
1
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
2
spouse income
Named parties
- Coin Company
- Dr. Robert B. Jones
- Sallie Mae
- Physician Salary - Glen Meade Center for Womens' Health, PLA
- Physician Salary - Caroling Physician Network/New Hanover Regional Medical Center
As filed
IRA #1
Fidelity Money Market — Interest
Fidelity Low Price Stock Fund — Int/Div
Fidelity Magellan Fund — Int/Div
Fidelity OTC Portfolio Fund — Int/Div
IRA®2
Fidelity Money Market — Interest
Duke Enery Corp. (Common) — Int/Div
Fidelity Investment Grade Bond Fund — Int/Div
Fidelity Dividend Growth Fund — Int/Div
Fidelity Mid-Cap Growth Fund — Int/Div
Fidelity Intermediate Bond Fund — Int/Div
Spectra Energy Corp. (Common) — Int/Div — with line 16)
PNC (Common) — Int/Div
Enbridge, Inc — Int/Div
Wells Fargo Accounts — Interest
Brokerage Account #1
General Electric (Common) — Int/Div — Sold
Money Market — Interest
MFS Value Fund — Int/Div — Sold
Intel Corp. (Common) — Int/Div — Sold
Nok Corp.{Common) — Int/Div — Sold
SPDR Trust (S&P S00 Index Fund) — Int/Div — Sold
Brokerage Account 2/529 Plan
Amencan Funds Europacific Growth Fund — Int/Div
American Funds Smallcap World Fund — Int/Div
American Funds Investment Company of Amenca — Int/Div
Amencan Funds Money Market — Int/Div
IRAZ3
American Funds Europacific Growth — Int/Div
Anencan Funds Growth Fund of America — Int/Div
American Funds Smallcap World Fund — Int/Div
American Funds Investment Company of America — Int/Div
Glen Meade Ob/Gyn PA 401(k) Profit Sharing Plan (PSP#1) — Int/Div
ComstX) — None — Sold — Coin Company
Health Care Power of Attomey, Dr. Robert B. Jones
Liability — Sallie Mae — Crraduate School Loan #1
Spouse's income — 2017 — Physician Salary - Glen Meade Center for Womens' Health, PLA
Spouse's income — 2007 — Physician Salary - Caroling Physician Network/New Hanover Regional Medical Center
Assets described in Part VIL, Line 41 is family member's profit sharing plan. The PSP is a nsk-based strategy. Family member has no control over selection of
assets,
Assets described in Part VII, Line 33. The money market account is not actively traded.
Assets described in Part VII,
ine 43 are coins that were not appraised or otheriwse valued until sold.
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.