Florida Files

Officeholders

Jon M Philipson

2025 Form 6X · annual filing (Commission on Ethics) · received 2026-08-31 · 4 pages (text)

Amendment. It restates nothing that could be read. Net worth, assets, liabilities, joint and several liabilities, income, secondary sources of income and interests in specified businesses weren't amended, so they're shown as originally filed in the Form 6 received 2026-06-30; click those values to open it.

Net worth$2,203,556
Income listed$299,930
Real estate$2,200,000
Debts listed$1,697,344
Worth a look1

Where listed income comes from

  • Other / unclassified 100% $299,930 · GUNSTER YOAKLEY & STEWART, PA

Worth a look 1

Worth a look Unusual reporting

Net worth rose from $1,084,991 (2024) to $2,203,556 (2025) — 2.0×

This 2025 filing reports $2,203,556; the same person's 2024 filing reported $1,084,991, a change of $1,118,566 in 1 year. Listed income for 2025 was $299,930. Inheritances, home values and markets can move net worth a lot, so compare what's listed in each year to see where the change shows up.

What to check
  • Compare the assets listed in each filing: which items are new or much larger?
  • Does listed income explain the change?

Open the 2024 filing to compare →

Rule: Net worth changed sharply between filings
“Report your net worth as of”2025 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works

Context 5

Context Unusual reporting

Lists 1 investment account ($5,613) instead of what's in them

The instructions say the investments held in a brokerage account or IRA are the assets to report — not the account itself. As listed, the public can't see what the filer is invested in.

What to check
  • Which companies or funds are in these accounts? Holdings matter for conflicts of interest.

Rule: Accounts listed instead of investments
“Note that the product contained in a brokerage account, IRA, or the Florida College Investment Plan, is your asset”2025 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works

Context Unusual reporting

Net worth $2,203,556; listed items add up to $2,203,556

Reported net worth: $2,203,556. Household goods + listed assets − listed liabilities = $2,203,556. They roughly agree.

What to check
  • No action needed unless other items look off.

Rule: Net worth vs. listed items
“Simply subtracting your liabilities from your assets will not result in an accurate net worth figure in most cases.”2025 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works

Context Income & business ties

100% of listed income ($299,930) comes from GUNSTER YOAKLEY & STEWART, PA

Listed income totals $299,930 from 1 source. The largest is classed as other / unclassified.

What to check
  • Who is this source, and does it have business before the office sought?
  • If the filer owns it, check the business section and secondary income.

Rule: Where the money comes from
“List the name of each source of income that provided you with more than $1,000 of income during”2025 Form 6 instructions, Income ✓ quoted from the saved instructions · how this rule works

Context Wealth & holdings

Reports a net worth of $2,203,556 — a millionaire on paper

Net worth is the filer's own figure. Being wealthy isn't a problem; it's context for comparing candidates and for reading the rest of the form.

What to check
  • Compare with the other candidates in the race.
  • Check that the large assets below are described and valued clearly.

Rule: Net worth tier
“Report your net worth as of”2025 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works

Context Wealth & holdings

Real estate worth $2,200,000 (100% of net worth)

Real estate holdings, as listed.

What to check
  • Look the parcels up with the county property appraiser: land use (vacant or improved), assessed value and when they were bought.
  • Check whether any listed liability is a mortgage on these properties.

Rule: Real estate holdings
“Real property: Identify by providing the street address of the property.”2025 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works

Where to look next

Some of what this filing reports stands out. These links open official public records, built from what the filer disclosed. They're searches you run yourself — results may include other people or companies with similar names.

Their filings

Businesses they disclosed

Other filings by Jon M Philipson

FilingReceivedNet worthItems
2025 Form 6 — annual (Commission on Ethics) · amended later2026-06-30$2,203,5561
2024 Form 6 — annual (Commission on Ethics)2025-12-09$1,084,991

Net worth

Net worth
$2,203,556
As of
2025-12-31
Household goods (lump sum)
$75,000

Assets over $1,000 $3,825,900 listed

DescriptionValue
BANK ACCOUNTS BANK OF CENTRAL FL$4,993
BANK ACCOUNT CHARLES SCHWAB$18,763
CASH ACCOUNT CHARLES SCHWAB BROKERAGE$5,613
INVESTCO RAFI EMER$2,452
INVESTCO RAFI US$5,865
SCHAWB FUNDAMNTL INTRNL$4,792
SCHWAB FUNDAMNTL US SML$3,340
SCHWAB FUNDTL EMRG MKT$1,911
SCHWAB FUNDTL INTRNL SML$1,782
SCHWAB INTERNATIONAL$3,919
SCHWAB US SMALL CAP ETF$1,965
VANGUARD S&P 500 ETF$3,763
CASH ON HAND$2,000
MODERATE MANAGED ACCOUNT RETIREMENT PORTFOLIO$21,703
CASH ACCOUNT CHARLES SCHWAB RETIREMENT$12,053
SCHWAB US SMALL CAP ETF RETIREMENT$8,373
SCHWAB 5 10 YEAR CORP RETIREMENT$4,318
XTRACKERS INTER REAL EST RETIREMENT$1,439
CHARLES SCHWAB US REIT RETIREMENT$2,381
SCHWAB EMERGING MARKETS RETIREMENT$8,843
SCHWAB FUNDAMNTL INTRNL RETIREMENT$13,337
SCHWAB FUNDAMNTL US SML RETIREMENT$9,989
SCHWAB FUNDMNTL US LARGE RETIREMENT$20,816
SCHWAB FUNDTL EMRG MKT RETIREMENT$13,523
SCHWAB FUNDTL INTRNL SML RETIREMENT$3,742
SCHWAB INTERMEDIATE TERM RETIREMENT$2,157
SCHWAB INTERNATIONAL RETIREMENT$14,664
SCHWAB INTERNATNAL SMALL RETIREMENT$5,691
SCHWAB US LARGE CAP ETF RETIREMENT$14,962
REINDEER DENTISTRY, LLC.$952,527
SCHWAB MUNICIPAL BOND$12,365
SCHWAB US LARGE CAP ETF$1,238
SPDR INDEX SHARES EMERG$2,668
NT COL SP 500 IDX DC NL TIER C RETIREMENT$44,868
HARBOR CAP APPREC CIT R RETIREMENT$152,333
MFS MID CAP GROWTH CT RETIREMENT$38,481
NT COL EXT MKT IDX DC NL TIER RETIREMENT$145,776
GG EUROPACIFIC GROWTH CT RETIREMENT$48,263
SCHWAB MORTG BACKD RETIREMENT$4,904
SCHWAB US LARGE CAP RETIREMENT$3,327
1113 CULBREATH ISLES DRIVE TAMPA FL 33629$2,200,000

Liabilities over $1,000 $1,697,344 listed

CreditorAddressAmount
BANK OF CENTRAL FLORIDA5015 SOUTH FLORIDA AVENUE, LAKELAND, FL 33813$1,697,344

Joint and several liabilities not reported above

Reported as “N/A”.

Income $299,930 listed

Elected to attach federal tax return instead: No

Primary sources

SourceAddressAmount
GUNSTER YOAKLEY & STEWART, PA777 S. FLAGER DRIVE, WEST PALM BEACH, FL 33401$299,930

Secondary sources (major customers of businesses owned)

REINDEER DENTISTRY LLCRENTAL INCOME3224 HENDERSON BLVD TAMPA FL 33609COMMERCIAL RENTAL REAL ESTATE

Interests in specified businesses

Reported as “N/A”.

Signature

Signed by
—
Date
Filed with COE

Source

Document
Open PDF · original source
Retrieved
2026-10-08T00:04:54+00:00
SHA-256
6b9ce116a87601803bf3e823dddfcaca594dc23485e7863b60b59c52090bf4f0
Pages
p1 form6 · p2 form6 · p3 form6 · p4 form6
Extraction
parser v0.5.2; 1 value(s) below 80% confidence