JAMES K. JACKSON Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 23, 2012. Includes 26 assets and 3 liabilities.

Year:

2012

Est. Net Worth

-$110K

2012 annual disclosure

Total Assets

$60K - $200K

26 assets

Total Liabilities

$130K - $350K

3 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Other$65K (10)

Stocks$33K (6)

Insurance$33K (1)

Gov. Securities$0 (1)

Bank & Cash$0 (3)

LLC / Partnership$0 (1)

Retirement & Pension$0 (1)

Mutual Funds$0 (3)

All Assets (26)

Asset	Type	Owner	Value	Income
AT&T Access & Services Inc.(T)	Stocks	Self	N/A	Dividends
3Com Worcester Trust	Other	Self	N/A	Dividends
12 Secs Big One UA (1)	Other	Self	N/A	Interest
12 Secs Big One UA (2)	Other	Self	N/A	Interest
12 Secs Big One UA (3)	Other	Self	N/A	Interest
12 Secs Big One UA (4)	Other	Self	N/A	Interest
Wachovia	Stocks	Self	N/A	Dividends
Merrill Lynch	Stocks	Self	N/A	Dividends
Partners Planning	Other	Self	N/A	Other
U.S. Savings Bonds	Gov. Securities	Self	N/A	Interest
Arvest Bank of Texas Texas, US	Bank & Cash	Self	N/A	Interest
Wells Fargo Accounts	Bank & Cash	Self	N/A	Interest
First Beacon Credit Union	Bank & Cash	Self	N/A	Interest
JPMorgan Capital LLC	LLC / Partnership	Self	N/A	None
Entergy Texas Pension Plan Texas, US	Retirement & Pension	Self	N/A	None
James Madison Industrial Stock Fund	Mutual Funds	Self	N/A	Dividends
Home Depot Inc.(HD)	Stocks	Self	N/A	Dividends
Loan to One Company	Other	Self	N/A	Interest
PNC Bank(PNC)	Stocks	Self	N/A	Dividends
Regions Short-Term Investors Fund	Mutual Funds	Spouse	N/A	Dividends
Regions Capital Fund	Mutual Funds	Spouse	N/A	Dividends
Variable Annuity	Other	Spouse	N/A	None
Palisade Finance Company	Other	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
AmerisourceBergen Corp(ABC)	Stocks	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
John Hancock & Co	Other	Spouse	$15,001 - $50,000	Dividends
Nationwide Life Insurance Co	Insurance	Spouse	$15,001 - $50,000	Interest $201 - $1,000

Liabilities (3)

Creditor	Type	Amount	Rate	Term
Sallie Mae	student loan	$15,001 - $50,000	—	—
Sallie Mae	student loan	$15,001 - $50,000	—	—
Amegy Bank of Texas	line of credit	$100,001 - $250,000	—	—

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001–$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).