HomeMy WebLinkAboutMarx - Form 700 - Assuming - 12-04-20// Date Left
The period covered is //, through the date
STATEMENT OF ECONOMIC INTERESTS
COVER PAGE
(month, day, year)
(Check at least one box)
State
Multi-County
City of
(Check at least one box)
Date of Election and o
//
700
FAIR POLITICAL PRACTICES COMMISSION
CALIFORNIA FORM
Agency Name
Division, B
()
NAME OF FILER (LAST) (FIRST)(MIDDLE)
Investments – schedule attached
Investments – schedule attached
Real Property – schedule attached
( )
(Business or Agency Address Recommended - Public Document)
paper
Income, Loans, & Business Positions – schedule attached
– schedule attached
– schedule attached
No reportable interests on any schedule
A PUBLIC DOCUMENT
The period covered is January 1, 2019 through
December 31, 2019
//, through
-or-
-ILDDRESS
Date assumed
Dnotuseacronyms
Dnotuseacronyms
The period covered is
December 31, 2019
Filing
lntiallng Received
(Check one circle)
The period covered is January 1, 2019 through the date of
leaving office.
FPPC Form 700 - Cover Page (2019/2020)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Judge, Retired Judge, Pro Tem Judge, or Court Commissioner (Statewide Jurisdiction)
County of
Other
021600124-NFH-0124
Marx, Jan Howell
City of San Luis Obispo
City Council Council Member
*SEE ATTACHED FOR ADDITIONAL POSITIONS
X San Luis Obispo
X San Luis Obispo
X 12 01 2020
6
X
X
X
X
990 Palm Street San Luis Obispo CA 93401
805 781-7120 jmarx@slocity.org
12/04/2020 Jan Howell Marx
E-Filed
12/04/2020
13:41:38
Filing ID:
194802215
COVER PAGE
Expanded Statement Attachment Name
700
FAIR POLITICAL PRACTICES COMMISSION
CALIFORNIA FORMSTATEMENT OF ECONOMIC INTERESTS
FPPC Form 700 - Cover Page Expanded (2019/2020)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
021600124-NFH-0124
Jan Howell Marx
* This table lists all positions including the primary position listed in the Office, Agency, or Court section of the Cover Page.
Agency Division/Board/Dept/District Position Type of Statement
City of San Luis Obispo City Council Council Member Annual 1/1/2019 - 12/31/2019
City of San Luis Obispo Parking Authority Member Annual 1/1/2019 - 12/31/2019
City of San Luis Obispo Public Financing Authority Member Annual 1/1/2019 - 12/31/2019
IF APPLICABLE, LIST DATE:
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ACQUIRED DISPOSED
IF APPLICABLE, LIST DATE:
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ACQUIRED DISPOSED
IF APPLICABLE, LIST DATE:
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ACQUIRED DISPOSED
IF APPLICABLE, LIST DATE:
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ACQUIRED DISPOSED
IF APPLICABLE, LIST DATE:
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ACQUIRED DISPOSED
IF APPLICABLE, LIST DATE:
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ACQUIRED DISPOSED
Name
NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
Comments:
SCHEDULE A-1
Investments
Stocks, Bonds, and Other Interests
700
FAIR POLITICAL PRACTICES COMMISSION
CALIFORNIA FORM
FAIR MARKET VALUE
$2,000 - $10,000 $10,001 - $100,000
$100,001 - $1,000,000 Over $1,000,000
FAIR MARKET VALUE
$2,000 - $10,000 $10,001 - $100,000
$100,001 - $1,000,000 Over $1,000,000
FAIR MARKET VALUE
$2,000 - $10,000 $10,001 - $100,000
$100,001 - $1,000,000 Over $1,000,000
FAIR MARKET VALUE
$2,000 - $10,000 $10,001 - $100,000
$100,001 - $1,000,000 Over $1,000,000
FAIR MARKET VALUE
$2,000 - $10,000 $10,001 - $100,000
$100,001 - $1,000,000 Over $1,000,000
FAIR MARKET VALUE
$2,000 - $10,000 $10,001 - $100,000
$100,001 - $1,000,000 Over $1,000,000
NATURE OF INVESTMENT
Stock Other
(Describe)
Partnership Income Received of $0 - $499
Income Received of $500 or More (Report on Schedule C)
NATURE OF INVESTMENT
Stock Other
(Describe)
Partnership Income Received of $0 - $499
Income Received of $500 or More (Report on Schedule C)
NATURE OF INVESTMENT
Stock Other
(Describe)
Partnership Income Received of $0 - $499
Income Received of $500 or More (Report on Schedule C)
NATURE OF INVESTMENT
Stock Other
(Describe)
Partnership Income Received of $0 - $499
Income Received of $500 or More (Report on Schedule C)
NATURE OF INVESTMENT
Stock Other
(Describe)
Partnership Income Received of $0 - $499
Income Received of $500 or More (Report on Schedule C)
NATURE OF INVESTMENT
Stock Other
(Describe)
Partnership Income Received of $0 - $499
Income Received of $500 or More (Report on Schedule C)
FPPC Form 700 - Schedule A-1 (2019/2020)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Investments must be itemized.
19 19
19 19
19 19
19 19
19 19
19 19
Marx, Jan Howell
021600124-NFH-0124
Vanguard Inc.
Investment firm
X
X mutual funds
Palo Alto Networks
Computer Firewall Programs
X
X
IF APPLICABLE, LIST DATE:
////
ACQUIRED DISPOSED
IF APPLICABLE, LIST DATE:
////
ACQUIRED DISPOSED
SCHEDULE A-2
of Business Entities/Trusts
Comments:
X
X
X
Vanguard Mutual Funds
X
1515 Warm Springs Road #17
Ketchum, Idaho 83340
X
X
IF APPLICABLE, LIST DATE:
////
ACQUIRED DISPOSED
NAME OF LENDER*
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF LENDER
IF APPLICABLE, LIST DATE:
////
ACQUIRED DISPOSED
SCHEDULE B
Interests in Real Property
(Including Rental Income)
Name
CITY
INTEREST RATE TERM (Months/Years)
None
SOURCES OF RENTAL INCOME:
interest, list the name of each tenant that is a single source of
NATURE OF INTEREST
Easement
Leasehold
Other
Comments:
FAIR MARKET VALUE
$2,000 - $10,000
$10,001 - $100,000
$100,001 - $1,000,000
Over $1,000,000
IF RENTAL PROPERTY, GROSS INCOME RECEIVED
OVER $100,000
$500 - $1,000 $0 - $499 $1,001 - $10,000
$10,001 - $100,000
HIGHEST BALANCE DURING REPORTING PERIOD
Guarantor, if applicable
OVER $100,000
$500 - $1,000 $1,001 - $10,000
$10,001 - $100,000
700
FAIR POLITICAL PRACTICES COMMISSION
CALIFORNIA FORM
NAME OF LENDER*
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF LENDER
CITY
INTEREST RATE TERM (Months/Years)
None
SOURCES OF RENTAL INCOME:
interest, list the name of each tenant that is a single source of
NATURE OF INTEREST
Easement
Leasehold
Other
Guarantor, if applicable
FAIR MARKET VALUE
$2,000 - $10,000
$10,001 - $100,000
$100,001 - $1,000,000
Over $1,000,000
IF RENTAL PROPERTY, GROSS INCOME RECEIVED
OVER $100,000
$500 - $1,000 $0 - $499 $1,001 - $10,000
$10,001 - $100,000
HIGHEST BALANCE DURING REPORTING PERIOD
OVER $100,000
$500 - $1,000 $1,001 - $10,000
$10,001 - $100,000
ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS
None None
19 19 19 19
You are not required to report loans from a commercial lending institution made in the lender’s regular course of
business on terms available to members of the public without regard to your official status. Personal loans and
loans received not in a lender's regular course of business must be disclosed as follows:
*
FPPC Form 700 Schedule B (2019/2020)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
Marx, Jan Howell
021600124-NFH-0124
San Luis Obispo
X
X
SCHEDULE C
Positions
(Other than Gifts and Travel Payments)
GROSS INCOME RECEIVED
Name
OVER $100,000
$500 - $1,000 $1,001 - $10,000
$10,001 - $100,000
700
FAIR POLITICAL PRACTICES COMMISSION
CALIFORNIA FORM
1. INCOME RECEIVED
NAME OF SOURCE OF INCOME
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF SOURCE
YOUR BUSINESS POSITION
1. INCOME RECEIVED
NAME OF SOURCE OF INCOME
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF SOURCE
YOUR BUSINESS POSITION
NAME OF LENDER*
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF LENDER
INTEREST RATE TERM (Months/Years)
None
HIGHEST BALANCE DURING REPORTING PERIOD
$500 - $1,000
$1,001 - $10,000
$10,001 - $100,000
OVER $100,000
GROSS INCOME RECEIVED
OVER $100,000
$500 - $1,000 $1,001 - $10,000
$10,001 - $100,000
Comments:
2. LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
*You are not required to report loans from a commercial lending institution, or any indebtedness created as part of
a retail installment or credit card transaction, made in the lender’s regular course of business on terms available to
members of the public without regard to your official status. Personal loans and loans received not in a lender’s
regular course of business must be disclosed as follows:
SECURITY FOR LOAN
None Personal residence
Real Property
Guarantor
Other
Street address
City
(Describe)
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
Salary Spouse’s or registered domestic partner’s income
Partnership (Less than 10% ownership. For 10% or greater use
Sale of
Commission or Rental Income, list each source of $10,000 or more
Other
(Describe)
Realp
(For self-employed use Schedule A-2.)
Loan repayment
(Describe)
Schedule A-2.)
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
Salary Spouse’s or registered domestic partner’s income
Partnership (Less than 10% ownership. For 10% or greater use
Sale of
Commission or Rental Income, list each source of $10,000 or more
Other
(Describe)
Realp
(For self-employed use Schedule A-2.)
Loan repayment
(Describe)
Schedule A-2.)
No Income - Business Position OnlyNo Income - Business Position Only
FPPC Form 700 Schedule C (2019/2020)
advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
021600124-NFH-0124
Marx, Jan Howell
City of San Luis Obispo
990 Palm Street
San Luis Obipso, CA 93401
Municipal Government
Council Member
X
X
San Luis Obispo College of Law
4119 Broad Street #202
San Luis Obispo, CA 93401
Law School
Campus Dean
X
X
Sesloc Federal Credit Union
3807 Broad Street
San Luis Obipso, CA 93401
Credit Union
X
5 No Term
X