Jeffrey Allen Neely › F-1
Jeffrey Allen Neely: statement of financial affairs
Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)
- Period
- 2025-06-02 – 2026-06-01
- Filed
- 2026-07-15
- Office
- —
- Original
- the statement on the PDC's site
Income 1
| Source | For | Whose | Amount |
|---|---|---|---|
| Commercial Property Rents Shelton, WA | Monthly Rents | Filer | $60,000–$99,999 |
Accounts and investments 5
| Held at / in | What | Whose | Value |
|---|---|---|---|
| Heritage Bank | Checking | Filer | $0–$29,999 income $0–$29,999 |
| Savings | $0–$29,999 income $0–$29,999 | ||
| JT Neely Properties LLC Checking | $0–$29,999 income $0–$29,999 | ||
| JT Neely Properties LLC Savings | $0–$29,999 income $0–$29,999 | ||
| Neely Center LLC Checking | $30,000–$59,999 income $0–$29,999 | ||
| Neely Center LLC Savings | $0–$29,999 income $0–$29,999 | ||
| JLT Properties LLC Checking | $0–$29,999 income $0–$29,999 | ||
| JLT Properties LLC Savings | $0–$29,999 income $0–$29,999 | ||
| Edward Jones | Traditional IRA | Filer | $200,000–$499,999 income $30,000–$59,999 |
| Edward Jones | Traditional IRA | Spouse | $200,000–$499,999 income $30,000–$59,999 |
| Stock | Apple AAPL | Filer | $100,000–$199,999 |
| Whirlpool WHR | $0–$29,999 | ||
| American Balance Fund Inc CLBAX | $0–$29,999 | ||
| 529 College Funds | American Balance Funds Inc CLBAX | Spouse | $30,000–$59,999 |
Real estate 8
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| Shelton, WA | Filer | $750,000–$999,999 | Truist Mortgage ($200,000–$499,999) |
| Shelton | Filer | $200,000–$499,999 | — |
| — · bought this period | Filer | $0–$29,999 | — |
| — | Filer | $0–$29,999 | — |
| — | Filer | $0–$29,999 | — |
| — | Filer | $500,000–$749,999 | Heritage Bank ($200,000–$499,999) |
| — | Filer | $200,000–$499,999 | — |
| WA | Filer | $100,000–$199,999 | — |
Street addresses are on the PDC's copy; we show the city only.
Values are the F-1's brackets (exact for gifts). Includes a spouse's or domestic partner's interests.