Jerry Lee Carl
Jerry Lee Carl (AL-1) disclosed a net worth range between $4.6M and $18.9M in their 2023 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Disclosed net worth band, 2021 to 2023
| Year | Filed | Net worth band |
|---|---|---|
| 2023 | 2024-05-14 | $4.6M – $18.9M |
| 2022 | 2023-05-15 | $3.9M – $14.6M |
| 2021 | 2022-05-12 | $4.4M – $15.3M |
Recent stock trades
No stock trade has been disclosed for this member, so there is no reconstructed portfolio and no performance estimate. Periodic transaction reports cover securities trades only — the assets above are the member's full disclosed holdings.
Assets and liabilities
Disclosed assets
The assets Jerry Lee Carl itemised in their 2023 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
| Description | Type | Income | Value |
|---|---|---|---|
| ECM Home Health Services Inc. | OL |
S Corporation Income
|
$1M - $5M |
| River Oaks Landing LLC | OL |
$5K - $15K
Rent
|
$1M - $5M |
| Stifel Nicolaus & Company | BA |
$50K - $100K
Interest
|
$1M - $5M |
| Capital Bank and Trust ⇒ Cash | IH | — | $500K - $1M |
| Reliance Standard Life Insurance ⇒ Cash | IH | — | $500K - $1M |
| Prudential Annuity ⇒ AST Capital Growth Asset | OT |
$5K - $15K
Capital Gains, Dividends, Interest
|
$250K - $500K |
| Prudential Annuity ⇒ AST Capital Growth Asset | OT |
$5K - $15K
Capital Gains, Dividends, Interest
|
$250K - $500K |
| Hancock Whitney Bank | BA |
$1K - $2.5K
Interest
|
$100K - $250K |
| PNC Bank Accounts | BA |
$1K - $2.5K
Interest
|
$100K - $250K |
| AXA Life Insurance ⇒ AXA Large Cap Growth Managed Volatiity | OT |
$5K - $15K
Capital Gains, Dividends, Interest
|
$50K - $100K |
| AXA Life Insurance ⇒ AXA/AB Small Cap Growth | OT |
$5K - $15K
Capital Gains, Dividends, Interest
|
$50K - $100K |
| Trustmark Bank | BA |
$201 - $1K
Interest
|
$50K - $100K |
| AXA Life Insurance ⇒ EQ/BlackRock Basic Value Equity | OT |
$2.5K - $5K
Capital Gains, Dividends, Interest
|
$15K - $50K |
| Community Bank | BA |
$1 - $200
Interest
|
$15K - $50K |
| RSA Alabama | DB |
$1K - $2.5K
Capital Gains, Dividends, Interest
|
$15K - $50K |
| AXA Life Insurance ⇒ AXA Moderate Allocation | OT |
$1K - $2.5K
Capital Gains, Dividends, Interest
|
$1K - $15K |
Disclosed liabilities
The liabilities itemised in the 2023 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
| Description | Amount owed |
|---|---|
| Line of Credit (Hancock Whitney) | $100K - $250K |