Congress.wiki Alpha

Color Theme:

About How Congress Works Support Us Roadmap Privacy Policy

Terms of Service

This is not an official government website.

Copyright © 2026 PLEJ LC. All rights reserved.

Open search page

Jake Levine - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Jake Levine

CA-32

Filed December 4, 2025

View Original Document

Transactions

0

Assets

117

Liabilities

0

Details

Report Title: Financial Disclosure Report (Candidate Report)
Submission Method: Electronic
Signed By: Jake Levine
Signed Date: December 3, 2025

Assets

117 assets

Bank of America

Bank Accounts, Money Market Accounts and CDs

Self

Value

$50,001 - $100,000

Bank of America Brokerage Account ⇒ Bank of America Money Market

Bank Accounts, Money Market Accounts and CDs

Self

Income: Interest($1,001 - $2,500)

Value

Not disclosed

Bank of America Brokerage Account ⇒ FIMM Government Portfolio: Institutional Class (FRGXX)

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1,001 - $2,500)

Value

$50,001 - $100,000

Bank of America Brokerage Account ⇒ U.S. Treasury Bills

Government Securities and Agency Debt

SelfIncome: Interest($15,001 - $50,000)

Value

$500,001 - $1,000,000

BernardBlossom LLC

Hedge Funds & Private Equity Funds (EIF)

SelfIncome: Partnership income($2,501 - $5,000)

Value

$100,001 - $250,000

Blossom LP

Hedge Funds & Private Equity Funds (EIF)

SelfIncome: Partnership income($50,001 - $100,000)

Value

$1,000,001 - $5,000,000

City National Bank accounts

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1,001 - $2,500)

Value

$50,001 - $100,000

Coinbase ⇒ Bitcoin

Cryptocurrency

SelfIncome: Capital Gains($15,001 - $50,000)

Value

Not disclosed

Coinbase ⇒ Compound

Cryptocurrency

SelfIncome: Capital Gains($201 - $1,000)

Value

$1,000 - $1,000

Coinbase ⇒ Ethereum

Cryptocurrency

SelfIncome: Capital Gains($15,001 - $50,000)

Value

Not disclosed

Coinbase ⇒ Uniswap

Cryptocurrency

SelfIncome: Capital Gains($201 - $1,000)

Value

Not disclosed

Lowercarbon 411.2 Parallel Fund, LP

Hedge Funds & Private Equity Funds (EIF)Excepted Investment Fund

Self

Value

$1,001 - $15,000

Lowercarbon 491.1 Parallel Fund, LP

Hedge Funds & Private Equity Funds (EIF)Excepted Investment Fund

Self

Value

$1,001 - $15,000

Oppenheimer Brokerage Account ⇒ AbbVie Inc. Common Stock (ABBV)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($1 - $200)

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ Advantage Bank Deposit

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$50,001 - $100,000

Oppenheimer Brokerage Account ⇒ Alphabet Inc. - Class C Capital Stock (GOOG)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($1,001 - $2,500)

Value

$500,001 - $1,000,000

Oppenheimer Brokerage Account ⇒ Amazon.com, Inc. - Common Stock (AMZN)

Stocks (including ADRs)

Self

Value

$100,001 - $250,000

Oppenheimer Brokerage Account ⇒ American Electric Power Company, Inc. (AEP)

Stocks (including ADRs)

SelfIncome: Capital Gains

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ American Superconductor Corporation - Common Stock (AMSC)

Stocks (including ADRs)

SelfIncome: Capital Gains($50,001 - $100,000)

Value

$100,001 - $250,000

Oppenheimer Brokerage Account ⇒ American Water Works Company, Inc. Common Stock (AWK)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ Amgen Inc. - Common Stock (AMGN)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ Anheuser-Busch Inbev SA Sponsored ADR (BUD)

Stocks (including ADRs)

SelfIncome: Capital Gains

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ Apple Inc. - Common Stock (AAPL)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($50,001 - $100,000)

Value

$500,001 - $1,000,000

Oppenheimer Brokerage Account ⇒ Applied Materials, Inc. - Common Stock (AMAT)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$100,001 - $250,000

Oppenheimer Brokerage Account ⇒ ASML Holding N.V. - New York Registry Shares (ASML)

Stocks (including ADRs)

SelfIncome: Dividends($1,001 - $2,500)

Value

$250,001 - $500,000

Oppenheimer Brokerage Account ⇒ Atmus Filtration Technologies Inc. Common Stock (ATMU)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$50,001 - $100,000

Oppenheimer Brokerage Account ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B)

Stocks (including ADRs)

Self

Value

$15,001 - $50,000

Oppenheimer Brokerage Account ⇒ Blackstone Inc. Common Stock (BX)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($15,001 - $50,000)

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ Blackstone Secured Lending Fund Common Shares of Beneficial Interest (BXSL)

Stocks (including ADRs)

Self

Value

$100,001 - $250,000

Oppenheimer Brokerage Account ⇒ Blue Owl Capital Corporation Common Stock (OBDC)

Stocks (including ADRs)

SelfIncome: Dividends($5,001 - $15,000)

Value

$50,001 - $100,000

Oppenheimer Brokerage Account ⇒ Boeing Company (BA)

Stocks (including ADRs)

Self

Value

$100,001 - $250,000

Oppenheimer Brokerage Account ⇒ Carrier Global Corporation Common Stock (CARR)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$50,001 - $100,000

Oppenheimer Brokerage Account ⇒ Cisco Systems, Inc. - Common Stock (CSCO)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ Clean Harbors, Inc. Common Stock (CLH)

Stocks (including ADRs)

SelfIncome: Capital Gains($15,001 - $50,000)

Value

$100,001 - $250,000

Oppenheimer Brokerage Account ⇒ Costco Wholesale Corporation - Common Stock (COST)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$50,001 - $100,000

Oppenheimer Brokerage Account ⇒ CVS Health Corporation Common Stock (CVS)

Stocks (including ADRs)

SelfIncome: Dividends

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ Danaher Corporation Common Stock (DHR)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ FedEx Corporation Common Stock (FDX)

Stocks (including ADRs)

SelfIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

Oppenheimer Brokerage Account ⇒ FS KKR Capital Corp. Common Stock (FSK)

Stocks (including ADRs)

SelfIncome: Dividends($5,001 - $15,000)

Value

$100,001 - $250,000

Oppenheimer Brokerage Account ⇒ Generac Holdlings Inc. Common Stock (GNRC)

Stocks (including ADRs)

Self

Value

$100,001 - $250,000

Oppenheimer Brokerage Account ⇒ Gilead Sciences, Inc. - Common Stock (GILD)

Stocks (including ADRs)

SelfIncome: Capital Gains

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ Global X Lithium & Battery Tech ETF (LIT)

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains, Dividends

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ Global X NASDAQ 100 Covered Call ETF (QYLD)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($2,501 - $5,000)

Value

$100,001 - $250,000

Oppenheimer Brokerage Account ⇒ Golub Capital BDC, Inc. - Closed End Fund (GBDC)

Stocks (including ADRs)

SelfIncome: Dividends($5,001 - $15,000)

Value

$100,001 - $250,000

Oppenheimer Brokerage Account ⇒ Home Depot, Inc. (HD)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($5,001 - $15,000)

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ Honeywell International Inc. (HON)

Stocks (including ADRs)

SelfIncome: Dividends($1,001 - $2,500)

Value

$100,001 - $250,000

Oppenheimer Brokerage Account ⇒ Hudson Technologies, Inc. - Common Stock (HDSN)

Stocks (including ADRs)

SelfIncome: Capital Gains

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ Invesco Global Water ETF (PIO)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1,000)

Value

$50,001 - $100,000

Oppenheimer Brokerage Account ⇒ Invesco Water Resources ETF (PHO)

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1,000)

Value

$50,001 - $100,000

Oppenheimer Brokerage Account ⇒ JP Morgan Chase & Co. Common Stock (JPM)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ Lockheed Martin Corporation Common Stock (LMT)

Stocks (including ADRs)

SelfIncome: Capital Gains

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ Marvell Technology, Inc. - Common Stock (MRVL)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($15,001 - $50,000)

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ Mastercard Incorporated Common Stock (MA)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ McDonald's Corporation Common Stock (MCD)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ Medtronic plc. Ordinary Shares (MDT)

Stocks (including ADRs)

SelfIncome: Dividends($2,501 - $5,000)

Value

$100,001 - $250,000

Oppenheimer Brokerage Account ⇒ Microsoft Corporation - Common Stock (MSFT)

Stocks (including ADRs)

SelfIncome: Dividends($1,001 - $2,500)

Value

$250,001 - $500,000

Oppenheimer Brokerage Account ⇒ Novo Nordisk A/S Common Stock (NVO)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ NVIDIA Corporation - Common Stock (NVDA)

Stocks (including ADRs)

Self

Value

$500,001 - $1,000,000

Oppenheimer Brokerage Account ⇒ NXP Semiconductors N.V. - Common Stock (NXPI)

Stocks (including ADRs)

SelfIncome: Capital Gains

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ ON Semiconductor Corporation - Common Stock (ON)

Stocks (including ADRs)

Self

Value

$100,001 - $250,000

Oppenheimer Brokerage Account ⇒ Palo Alto Networks, Inc. (PANW)

Stocks (including ADRs)

SelfIncome: Capital Gains

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ Pentair plc. Ordinary Share (PNR)

Stocks (including ADRs)

SelfIncome: Dividends($1,001 - $2,500)

Value

$100,001 - $250,000

Oppenheimer Brokerage Account ⇒ PGIM Global High Yield Fund, Inc. (GHY)

Stocks (including ADRs)

SelfIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

Oppenheimer Brokerage Account ⇒ Powell Industries, Inc. - Common Stock (POWL)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$100,001 - $250,000

Oppenheimer Brokerage Account ⇒ Quanta Services, Inc. Common Stock (PWR)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ Roper Technologies, Inc. (ROP)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ Royce Small-Cap Trust, Inc. Common Stock (RVT)

Stocks (including ADRs)

SelfIncome: Dividends($1,001 - $2,500)

Value

$50,001 - $100,000

Oppenheimer Brokerage Account ⇒ Salesforce, Inc. Common Stock (CRM)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($5,001 - $15,000)

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ Solstice Advanced Materials Inc. - Common Stock (SOLS)

Stocks (including ADRs)

Self

Value

$1,001 - $15,000

Oppenheimer Brokerage Account ⇒ Starbucks Corporation - Common Stock (SBUX)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ Synopsys, Inc. - Common Stock (SNPS)

Stocks (including ADRs)

SelfIncome: Capital Gains

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ Thermo Fisher Scientific Inc Common Stock (TMO)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$100,001 - $250,000

Oppenheimer Brokerage Account ⇒ TJX Companies, Inc. (TJX)

Stocks (including ADRs)

SelfIncome: Capital Gains

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ T-Mobile US, Inc. (TMUS)

Stocks (including ADRs)

SelfIncome: Capital Gains

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ Trane Technologies plc (TT)

Stocks (including ADRs)

SelfIncome: Dividends($1,001 - $2,500)

Value

$100,001 - $250,000

Oppenheimer Brokerage Account ⇒ Uber Technologies, Inc. Common Stock (UBER)

Stocks (including ADRs)

SelfIncome: Capital Gains($2,501 - $5,000)

Value

$50,001 - $100,000

Oppenheimer Brokerage Account ⇒ Vanguard Money Market Reserves Federal Money Market Fund (VMFXX)

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Dividends($5,001 - $15,000)

Value

$500,001 - $1,000,000

Oppenheimer Brokerage Account ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX)

Stocks (including ADRs)

SelfIncome: Capital Gains

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ Visa Inc. (V)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1,000)

Value

$50,001 - $100,000

Oppenheimer Brokerage Account ⇒ Walmart Inc. Common Stock (WMT)

Stocks (including ADRs)

SelfIncome: Capital Gains

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ Walt Disney Company (DIS)

Stocks (including ADRs)

SelfIncome: Capital Gains, Dividends($15,001 - $50,000)

Value

Not disclosed

Oppenheimer Brokerage Account ⇒ Xylem Inc. Common Stock New (XYL)

Stocks (including ADRs)

SelfIncome: Dividends($1,001 - $2,500)

Value

$100,001 - $250,000

Oppenheimer & Co. IRA ⇒ Advantage Bank Deposit

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

Oppenheimer & Co. IRA ⇒ Royce Small-Cap Trust, Inc. Common Stock (RVT)

Stocks (including ADRs)

SelfIncome: Tax-Deferred

Value

$15,001 - $50,000

Oppenheimer & Co. IRA ⇒ Vanguard Growth ETF (VUG)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Oppenheimer & Co. IRA ⇒ Vanguard Mid-Cap ETF (VO)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Residential Real Property, Camarillo, CA

Real Property

SelfIncome: Interest; Rent($15,001 - $50,000)

Value

$250,001 - $500,000

Residential Real Property, Lakewood, CA

Real Property

SelfIncome: Dividends; Interest; Rent($5,001 - $15,000)

Value

$250,001 - $500,000

Residential Real Property, West Covina, CA

Real Property

SelfIncome: Interest($15,001 - $50,000)

Value

$500,001 - $1,000,000

SBL LP

Hedge Funds & Private Equity Funds (EIF)

SelfIncome: Partnership income($15,001 - $50,000)

Value

$500,001 - $1,000,000

Schechter/Levine GP1, LLC

Hedge Funds & Private Equity Funds (EIF)

SelfIncome: Partnership income($15,001 - $50,000)

Value

$500,001 - $1,000,000

Schechter/Levine GP2, LLC

Hedge Funds & Private Equity Funds (EIF)

SelfIncome: Partnership income

Value

$100,001 - $250,000

Schwab Brokerage Account ⇒ Angel Oak Multi-Strategy Income Fd Inst Shs (ANGIX)

Mutual Funds

SpouseIncome: Dividends($201 - $1,000)

Value

Not disclosed

Schwab Brokerage Account ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX)

Mutual Funds

SpouseIncome: Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

Schwab Brokerage Account ⇒ Cash sweep

Bank Accounts, Money Market Accounts and CDs

Spouse

Value

$15,001 - $50,000

Schwab Brokerage Account ⇒ FullerThaler Behavioral Small-Cap Equity Fund Institutional Shares (FTHSX)

Mutual Funds

SpouseIncome: Capital Gains, Dividends

Value

$100,001 - $250,000

Schwab Brokerage Account ⇒ Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX)

Mutual Funds

SpouseIncome: Capital Gains, Dividends

Value

$100,001 - $250,000

Schwab Brokerage Account ⇒ iShares Core S&P 500 ETF (IVV)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains, Dividends($2,501 - $5,000)

Value

$500,001 - $1,000,000

Schwab Brokerage Account ⇒ iShares Core S&P Mid-Cap ETF (IJH)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains, Dividends($1,001 - $2,500)

Value

$100,001 - $250,000

Schwab Brokerage Account ⇒ iShares Russell 2000 ETF (IWM)

Exchange Traded Funds (ETF)

SpouseIncome: Capital Gains, Dividends($201 - $1,000)

Value

$50,001 - $100,000

Schwab Brokerage Account ⇒ iShares S&P 500 Growth ETF (IVW)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($201 - $1,000)

Value

$100,001 - $250,000

Schwab Brokerage Account ⇒ PIMCO Income Fund Insti Class (PIMIX)

Mutual Funds

SpouseIncome: Dividends($201 - $1,000)

Value

$15,001 - $50,000

Schwab Brokerage Account ⇒ RiverNorth/DoubleLine Strategic Income Fd Cl I (RNSIX)

Mutual Funds

SpouseIncome: Capital Gains, Dividends

Value

Not disclosed

Schwab Brokerage Account ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX)

Mutual Funds

SpouseIncome: Capital Gains, Dividends($201 - $1,000)

Value

$50,001 - $100,000

Schwab Brokerage Account ⇒ Vanguard Short-Term Corporate Bond ETF (VCSH)

Exchange Traded Funds (ETF)

SpouseIncome: Dividends($201 - $1,000)

Value

Not disclosed

Schwab Brokerage Account ⇒ Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)

Mutual Funds

SpouseIncome: Dividends($201 - $1,000)

Value

Not disclosed

Schwab Roth Conversion IRA ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

Schwab Roth Conversion IRA ⇒ DoubleLine Total Return Bond Fund Class I (DBLTX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

Schwab Roth Conversion IRA ⇒ iShares Core S&P 500 ETF (IVV)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

Schwab Roth Conversion IRA ⇒ iShares Russell 2000 ETF (IWM)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Schwab Roth Conversion IRA ⇒ JPMorgan Ultra-Short Income ETF (JPST)

Exchange Traded Funds (ETF)

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

Schwab Roth Conversion IRA ⇒ PIMCO Income Fund Insti Class (PIMIX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$50,001 - $100,000

Schwab Roth Conversion IRA ⇒ RiverNorth/DoubleLine Strategic Income Fd Cl I (RNSIX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab Roth Conversion IRA ⇒ TCW Emerging Markets Income Fund I Cl (TGEIX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$1,001 - $15,000

Schwab Roth Conversion IRA ⇒ The Bond Fund of America - Class F-3 (BFFAX)

Mutual Funds

SpouseIncome: Tax-Deferred

Value

$15,001 - $50,000

United Siblings

Hedge Funds & Private Equity Funds (EIF)

SelfIncome: Partnership income($15,001 - $50,000)

Value

$250,001 - $500,000

Voyager Partners Fund I, LP

Hedge Funds & Private Equity Funds (EIF)Excepted Investment Fund

Self

Value

$15,001 - $50,000