Florida Files

Officeholders

Jennifer Trautman Levin

2025 Form 6 · annual filing (Commission on Ethics) · received 2026-06-25 · 5 pages (text)

Net worth$5,007,890
Income listed$213,671
Real estate$1,035,000
Debts listed$7,615
Worth a look1

Where listed income comes from

  • Other / unclassified 82% $176,065 · Stone Glass and Connolly, LLP, ISHARES CONVERTIBLE BOND ETF BLACKROCK HOLDING, ISHARES TR MSCI EAFE VALUE HOLDING, ISHARES MBS ETF HOLDING, ISHARES JP MORGAN EM BON HOLDING 854.0000, ISHARES 0-5 YEAR TIPS BOND ETF HOLDING, ISHARES INC CORE MSCI EMERGING MKTS ETF HOLDING, ISHARES CORE TOTAL BOND HOLDING, AVANTIS EMERGING MARKETS EQUITY ETF SHS HOLDING, BONDBLOXX ETF TRBLOOMBERG 10 YR TARGET HOLDING, ISHARES FLEXIBLE INCOME ACTIVE ETF HOLDING, FUTURE AI AND TECH ETF SHS HOLDING, BROADCOM INC GLB 04.800% OCT 15 2034, CITIGROUP INC GLB VAR%NOV 17 2033, ORACLE CORP GLB 06.150% NOV 09 2029, PFIZER INVESTMENT ENTER COMPANY GUARNT GLB 05.300% MAY 19 2053, U.S. TREASURY BOND, U.S. TREASURY NOTE, U.S. TREASURY BOND, U.S. TREASURY NOTE, U.S. TREASURY NOTE
  • Investments & retirement 10% $21,307 · VANGUARD TOTAL BOND MKT HOLDING, ISHARES INTERNATIONAL AGGREGATE BOND FUND HOLDING, AMERICAN MUTUAL FUND CL A, AMERICAN BALANCED FUND INC CL A, AMERICAN FUNDAMENTAL INVESTORS FUND CL A, AMERICAN NEW WORLD FUND CL A, Merrill A Bank of America Company - BROADCOM INC.
  • Government & public payroll 4% $8,070 · State of Florida Chief Financial Officer
  • Banking, mortgage & lending 2% $5,226 · ML Bank Deposit Program
  • Health care 1% $3,003 · CVS HEALTH CORP GLB 03.750% APR 01 2030, UNITEDHEALTH GROUP INC GLB 05.150% JUL 15 2034

Worth a look 1

Worth a look Unusual reporting

1 entry is withheld entirely ($966,000, 19% of net worth)

In the public copy, the whole description of 1 asset entry is redacted, so the public can't tell what it is. Partial redactions (an account number, or an exempt official's home address next to a named item) are common; this is the whole entry.

What to check
  • Compare with the filer's other filings, which may describe the same items.
  • The Commission on Ethics holds the unredacted filing.

Rule: Entries withheld entirely
“Describe, and state the value of, each asset you had on the reporting date”2025 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works

Context 4

Context Unusual reporting

Net worth $5,007,890; listed items add up to $2,180,436

Reported net worth: $5,007,890. Household goods + listed assets − listed liabilities = $2,180,436. A difference is normal: net worth also counts assets and debts that aren't listed individually (items under $1,000, credit cards, taxes), and the instructions say subtracting listed liabilities from listed assets won't give an accurate figure in most cases.

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

Earns from 25 separate employers or businesses

Several distinct earned-income sources (excluding investments, retirement and Social Security).

What to check
  • Are any of these sources connected to each other or to the office sought?

Rule: Several earned-income sources

How this rule works

Context Wealth & holdings

Reports a net worth of $5,007,890 — a multimillionaire 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 $1,035,000 (21% 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

Net worth

Net worth
As of
Household goods (lump sum)

Assets over $1,000 $2,001,000 listed

DescriptionValue

Liabilities over $1,000 $7,615 listed

CreditorAddressAmount

Joint and several liabilities not reported above

Reported as “N/A”.

Income $213,671 listed

Elected to attach federal tax return instead:

Primary sources

SourceAddressAmount

Secondary sources (major customers of businesses owned)

Reported as “N/A”.

Interests in specified businesses

Reported as “N/A”.

Signature

Signed by
Date
Filed with COE

Source

Document
Open PDF · original source
Retrieved
2026-10-08T00:34:18+00:00
SHA-256
d126a47450777410a30976b34a01b07072ff237e7d8595b643971775c04af9ef
Pages
p1 form6 · p2 form6 · p3 form6 · p4 form6 · p5 form6
Extraction
parser v0.5.2; 0 value(s) below 80% confidence