# Richard L. Jones > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/6852 ## Record - **Judge:** Richard L. Jones - **Year:** 2016 - **Report type:** Annual - **Pages:** 9 ## Text AT&T. Inc — Int/Div Robert Jones IRA carried by First Clearing Corp., custodian (H) Money market fund - Wells Fargo Bank Deposit Program — Interest First Trust Sabrient Bakers Dozen (Investment Trust) — None — Redeemed Amencan Funds Balanced Fund — Buy Texas Teacher Retirement System (Texas Tech University) — Interest Wells Fargo Market Rate Savings Account — Interest Wells Fargo Market Rate Plus Savings Account — Interest Wells Fargo Advantage Plus Checking Account — Interest Wells Fargo IRA (Retirement Savings Certificates) — Interest Estate (H) Prudential Alliance Acct (savings account) — Interest LPL Financial (Beneficiary) IRA Deposit Cash Account - Bunk of the Ozarks — Interest Mutual Funds Aberdeen Global High Income — Int/Div — Sold Blackrock High Yield Bond — Int/Div — Buy American Century Equity — Int/Div Blackrock Global — Int/Div Calamos Market Neutral — Int/Div Ishares U.S. Prd. Stock — Int/Div Oukmark Equity & Income — Int/Div Pimco All Asset — Int/Div — Sold Pimco Total Return — Int/Div — Sold Pimco Income — Int/Div — Buy Ridgeworth Seix Income — Int/Div Templeton Global Bond — Int/Div — Sold (part) LPL Financial Account (H) JP Morgan Muni Money Market — Interest Equities Chevron Corp. — Int/Div — Buy Chevron Corp. — Buy (add'l) Chevron Corp. — Buy (add'l) Chevron Corp. — Buy (add'l) Chevron Corp. — Buy (add'l) Spectra Energy Corp. (merged with Embridge, Inc.) — Int/Div — Buy Spectra Energy Corp. (merged with Embridge, Inc.) — Buy (add'l) Spectra Energy Corp. (merged with Embridge, Inc.) — Buy (add'l) Spectra Energy Corp. (merged with Embridge, Inc.) — Buy (add'l) Spectra Energy Corp. (merged with Embridge, Inc.) — Buy (add'l) Ventas, Inc — Int/Div — Buy Ventas, Inc — Buy (add'l) Ventas, Inc — Buy (add'l) Ventas, Inc — Buy (add'l) Ventas, Inc — Buy (add'l) Goldman Sachs Group, Inc. (corporate bonds) — Interest Mutual Funds Aberdeen Global High Income — Int/Div — Sold Western Asset Mutual Fund — Int/Div — Buy AMCAP — Int/Div American Century Equity Income — Int/Div Artisan Small Cap — Int/Div — Sold Blackrock Global Investor — Int/Div Calamos Market Neutral — Int/Div — Sold (part) Capital Income Builder — Int/Div Franklin High Yield — Int/Div — Sold (part) Franklin High Yield — Sold (part) Franklin High Yield — Sold (part) Franklin High Yield — Sold (part) Pimco All Asset — Int/Div — Sold (part) Thomburg Strategic Income — Int/Div — Sold (part) Thomburg Strategic Income — Sold (part) Thomburg Strategic Income — Sold (part) Thomburg Strategic Mun. Income — Int/Div — Buy Plains Capital Bank Account — Interest Wells Fargo Account — Interest Rent House #1 Lubbock, TX (1/2 interest) AS 104.0004 100% int.) — Rent Rent House #2 Lubbock, TX (1/2 interest) (SSO.000- 100% int» — Rent Swxckholder, Lubbock Country Club Liability — Wachovia Education Finance (ACS Education Services) — Parent Plus Loan Spouse's income — 2016 — Texas Tech University - salary Income stated for the Robert Jones IRA was reinvested and thus not realized. The money market fund-Wells Fargo Bank Deposit Program (line 2 in Section VII.) was closed out in 2016, but 1 don't have the date for this--the date is not reflected in my records. All funds in the Robert Jones IRA were, as of December 29, 2016, invested in the American Funds Balanced Fund (item 4), | overstated the estate's holdings in 2015: Chevron Corp. (line 31), Spectra Energy Corp. (line 36), and Ventas, Inc. (line 41) were first acquired in 2016. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6852. Public record. Not legal advice.