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Sherrie Jones

Washington financial-affairs disclosure

← Washington filings

Filed May 9, 2025 · Period May 9, 2024 – May 8, 2025

Reported accounts & holdings

Amounts are reported ranges. Records may include a spouse or dependent and do not establish current ownership. Other financial schedules remain in the original filing.

Account / assetCategoryReported ownerValue rangeIncome range
CheckingChase Bankbank accountfiler$30,000 – $59,999Not reported
LifeRiverSourceinsurancespouse$100,000 – $199,999Not reported
IRACharles Schwabinvestmentfiler$30,000 – $59,999Not reported
BrokerageCharles Schwabinvestmentspouse$500,000 – $749,999$0 – $29,999
IRACharles Schwabinvestmentspouse$100,000 – $199,999Not reported
Roth IRACharles Schwabinvestmentspouse$30,000 – $59,999Not reported
401KVoya Financialinvestmentfiler$0 – $29,999Not reported
Simple IRAVanguardinvestmentspouse$60,000 – $99,999Not reported
SavingsAmeriprise Financialbank accountspouse$0 – $29,999$0 – $29,999
UTMACharles Schwabinvestmentdependent$30,000 – $59,999Not reported
UTMACharles Schwabinvestmentdependent$30,000 – $59,999Not reported
operating businessCrescent Legacy Holdings LLCself investmentspouse, filer$1,000,000 or moreNot reported
family officeGreystone Legacy Investments LLCself investmentspouse$0 – $29,999Not reported
LoanCrescent Legacy Holdings LLCotherfiler, spouse$200,000 – $499,999Not reported

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