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Erik C Nelson › F-1

Erik C Nelson: statement of financial affairs

Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)

Period
2024-01-01 – 2024-12-31
Filed
2025-04-29
Office
School Director, Lake Chelan Sd 129 *
Original
the statement on the PDC's site

Findings

Context Late or missing

Filed the 2024 statement 14 days after the April 15 deadline

The statement for 2024 was first submitted on April 29, 2025; it was due before April 15, 2025.

What to check
  • Whether the PDC granted an extension or modification for this statement.
  • Whether the official's term began or ended in 2024 (the statement then covers the part of the year served, and is still due by April 15).
Rule: Annual statement filed after April 15
“After January 1st and before April 15th of each year, every elected official and every executive state officer who served for any portion of the preceding year shall electronically file with the commission a statement of financial affairs for the preceding calendar year or for that portion of the year served.”RCW 29B.55.010(1) ✓ quoted from the saved copy · how this rule works

Income 3

SourceForWhoseAmount
Edward Jones
Chelan, WA		FINANCIAL ADVISORFiler$750,000–$999,999
Lake Chelan School District
Chelan, wa		LIBRARIANSpouse$0–$29,999
Partnership income from Edward Jones
Chelan, wa		Limited PartnershipFiler$0–$29,999

Accounts and investments 8

Held at / inWhatWhoseValue
Edward Jonesstocks, mutual funds, etfsFiler, Spouse$0–$29,999
income $0–$29,999
Roth IRA$0–$29,999
income $0–$29,999
Spouse Roth IRA$0–$29,999
income $0–$29,999
529 plans for kids$30,000–$59,999
income $0–$29,999
invesco 403b403bSpouse$60,000–$99,999
Empower401kFiler$500,000–$749,999
Non-qualifiedAmazon AMZNFiler, Spouse$0–$29,999
Becton Dickinson BDX$0–$29,999
income $0–$29,999
Cara Therapeutics Inc CARA$0–$29,999
income $0–$29,999
Chevron CVX$0–$29,999
income $0–$29,999
Coinbase COIN$0–$29,999
Lyft Inc LYFT$0–$29,999
netflix NFLX$0–$29,999
Nio Inc NIO$0–$29,999
Paypal Holdings Inc PYPL$0–$29,999
Pfizer Inc PFE$0–$29,999
income $0–$29,999
Realty Income O$0–$29,999
income $0–$29,999
Rivian RIVN$0–$29,999
Roblox Corp RBLX$0–$29,999
Roku Inc ROKU$0–$29,999
Southwest Airlines LUV$0–$29,999
income $0–$29,999
Taiwan Semiconductor Man Co Ltd ADR TSM$0–$29,999
income $0–$29,999
Tesla TSLA$0–$29,999
Disney DIS$0–$29,999
income $0–$29,999
Boeing BA$0–$29,999
income $0–$29,999
Estee Lauder EL$0–$29,999
income $0–$29,999
Salesforce CRN$0–$29,999
income $0–$29,999
Truist Finl Corp TFC$0–$29,999
income $0–$29,999
Spdr s&p etf tr SPY$0–$29,999
income $0–$29,999
Meta Platforms META$0–$29,999
income $0–$29,999
Nvidia copr NVDA$0–$29,999
income $0–$29,999
zimmer biomet holdings ZBH$0–$29,999
income $0–$29,999
Zimvie Inc ZIMV$0–$29,999
income $0–$29,999
Edward Jones limited Partnershiplimited partnershipFiler$60,000–$99,999
income $0–$29,999
Edward Jones General Partnership$500,000–$749,999
income $0–$29,999
Kenvue KVUEFiler, Spouse$0–$29,999
income $0–$29,999
Wells Fargo WFC$0–$29,999
income $0–$29,999
Edward Jones General PartnershipPartnership interestFiler$200,000–$499,999
income $0–$29,999
Wheatland bankSavingsFiler, Spouse$30,000–$59,999
income $0–$29,999

Businesses 1

BusinessRoleWhose
Edward Jones
Financial Services		General PartnerFiler

Real estate 2

WhereWhoseAssessed valueMortgages and liens
ChelanFiler, Spouse$200,000–$499,999Wells Fargo ($100,000–$199,999); Homestreet Bank ($0–$29,999)
ChelanFiler, Spouse$200,000–$499,999Homestreet Bank ($500,000–$749,999)

Street addresses are on the PDC's copy; we show the city only.

Other debts 5

Owed toWhoseOwed nowTerms
Nissan FinanceFiler, Spouse$0–$29,99960 months @ 0%
The Jones Financial Companies LLLPFiler$30,000–$59,999Variable rate open ended loan to purchase Limited partnership
Edward JonesFiler$200,000–$499,99910 year
Wells fargoFiler, Spouse$100,000–$199,999360 months
Homestreet bankFiler, Spouse$200,000–$499,999360 months

Values are the F-1's brackets (exact for gifts). Includes a spouse's or domestic partner's interests.