Jennifer Wexton
Jennifer Wexton (VA-10) disclosed a net worth range between $345K and $1.6M 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 | 2024-08-08 | $345K – $1.6M |
| 2022 | 2024-08-06 | $74K – $1.2M |
| 2021 | 2022-06-19 | $328K – $1.6M |
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 Jennifer Wexton 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 |
|---|---|---|---|
| PAT Insurance trust ⇒ Fidelity 500 Index Fund | MF |
$2.5K - $5K
Dividends
|
$250K - $500K |
| JTW Mission Square ⇒ MSQ Contrafund | MF |
Tax-Deferred
|
$50K - $100K |
| JTW rollover IRA ⇒ Fidelity Contrafund | MF |
Tax-Deferred
|
$50K - $100K |
| JTW rollover IRA ⇒ Fidelity Freedom 2040 | MF |
Tax-Deferred
|
$50K - $100K |
| PAT Insurance trust ⇒ Fidelity Small Cap Index | MF |
$201 - $1K
Dividends
|
$50K - $100K |
| ALW Proskauer 401k ⇒ Schwab - Pioneer Large Cap Growth | MF |
Tax-Deferred
|
$15K - $50K |
| ALW Proskauer 401k ⇒ Schwab - Vanguard Institutional Index I | MF |
Tax-Deferred
|
$15K - $50K |
| ALW Proskauer 401k ⇒ Schwab -Vanguard LifeStrategy Growth Inv | MF |
Tax-Deferred
|
$15K - $50K |
| ALW Proskauer 401k ⇒ Schwab Dodge & Cox Stock Fund | MF |
Tax-Deferred
|
$15K - $50K |
| ALW Roth ⇒ Costco Wholesale Corporation (COST) | ST |
Tax-Deferred
|
$15K - $50K |
| ALW Roth ⇒ Fidelity Contrafund | MF |
Tax-Deferred
|
$15K - $50K |
| ALW Roth ⇒ Powershares QQQ Tr Unit Ser 1 | EF |
Tax-Deferred
|
$15K - $50K |
| ALW rollover IRA ⇒ Fidelity 500 Index Fund | MF |
Tax-Deferred
|
$15K - $50K |
| ALW rollover IRA ⇒ Fidelity Diversified International | MF |
Tax-Deferred
|
$15K - $50K |
| ALW rollover IRA ⇒ Fidelity Dividend Growth | MF |
Tax-Deferred
|
$15K - $50K |
| JTW rollover IRA ⇒ Fidelity 500 Index Fund | MF |
Tax-Deferred
|
$15K - $50K |
| PAT Insurance trust ⇒ Fidelity Extd Market Index Premium Class | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| ALW Roth ⇒ Fidelity Century Small Cap Select Investor | MF |
Tax-Deferred
|
$1K - $15K |
| ALW Roth ⇒ Spdr Dow Jones Indl Average ETF Tr Unit | EF |
Tax-Deferred
|
$1K - $15K |
| ALW VA Hybrid - 2035 Target Date Portfolio | PE |
Tax-Deferred
|
$1K - $15K |
| ALW rollover IRA ⇒ iShares MSCI EAFE ETF | EF |
Tax-Deferred
|
$1K - $15K |
| Fidelity Low Priced Stock | MF |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| JTW Ekko ⇒ Principal LgCap S&P 500 Index | MF |
Tax-Deferred
|
$1K - $15K |
| JTW Ekko ⇒ Principal MidCap S&P 400 Index | MF |
Tax-Deferred
|
$1K - $15K |
| JTW Ekko ⇒ Principal SmallCap S&P Index | MF |
Tax-Deferred
|
$1K - $15K |
| JTW Mission Square ⇒ MSQ AMG TimesSquare Mid Cap Gr | MF |
Tax-Deferred
|
$1K - $15K |
| JTW Mission Square ⇒ MSQ Virtus NFJ Dividend Value | MF |
Tax-Deferred
|
$1K - $15K |
| JTW Mission Square ⇒ MissionSquare MP Trad Growth | MF |
Tax-Deferred
|
$1K - $15K |
| JTW rollover IRA ⇒ Fidelity Int'l Discovery | MF |
Tax-Deferred
|
$1K - $15K |
| JTW rollover IRA ⇒ Fidelity Leveraged Company Stock | MF |
Tax-Deferred
|
$1K - $15K |
| VRS Hybrid 401(a) plan | DB | — | $1K - $15K |
| Vanguard Total Stock Market Index Fund | MF |
Tax-Deferred
|
$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 |
|---|---|
| Mortgage Loan (Fifth Third Bank) | $100K - $250K |
| Mortgage Loan (Atlantic Union Bank (FKA Middleburg Bank)) | $15K - $50K |