2024 Strategic Summit
FORMERLY THE ECONOMIC & PAYMENTS FORUM
SAVE THE DATE!
October 7-9, 2024
La Cantera Resort & Spa
San Antonio, Texas
Jonathan Jackson, CFA, FRM
Mgr – Brokerage Svcs
Jonathan is responsible for leading the activities of the Brokerage Services division and managing the registered representatives of CU Investment Solutions, LLC. This includes the sales of securities, issuance and placement of certificates of deposit, sales of Catalyst share certificates, placement of subordinated debt issuances, and the placement of loan participations.
Prior to leading the Brokerage Services division, Jonathan served as an advisor with Catalyst Strategic Solutions. In this role, he assisted client credit unions in meeting their goals in the areas of financial management, ALM analysis, investment portfolio analysis and strategic planning.
Prior to joining the Catalyst Strategic Solutions team, Jonathan acquired extensive fixed income market and portfolio management experience through 12 years with the retail and institutional fixed income desks at TD Ameritrade.
Jonathan graduated from the University of North Texas, with a bachelor’s degree in communication studies. He holds Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations. Jonathan regularly speaks at credit union events and conferences on a variety of topics, including Asset Liability Management, Investment Portfolio Management, Interest Rate Risk, and Liquidity Risk.