Jonathan Jackson, Cfa, Frm
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Jonathan Jackson, Cfa, Frm Email & Phone Number

Manager of Brokerage Services at Catalyst Corporate Federal Credit Union at Catalyst Corporate Federal Credit Union
Location: Frisco, Texas, United States 5 work roles 1 school
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Current company
Catalyst Corporate Federal Credit Union
Role
Manager of Brokerage Services at Catalyst Corporate Federal Credit Union
Location
Frisco, Texas, United States
Company size
162 employees

Who is Jonathan Jackson, Cfa, Frm? Overview

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Quick answer

Jonathan Jackson, Cfa, Frm is listed as Manager of Brokerage Services at Catalyst Corporate Federal Credit Union at Catalyst Corporate Federal Credit Union, a company with 162 employees, based in Frisco, Texas, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Jackson, Cfa, Frm.

Jonathan Jackson, Cfa, Frm previously worked as Manager of Brokerage Services at Catalyst Corporate Federal Credit Union and Institutional Investment Advisor at Catalyst Corporate Federal Credit Union. Jonathan Jackson, Cfa, Frm holds Bachelor Of Arts (B.A.), Communication Studies, 3.6 from University Of North Texas.

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Catalyst Corporate Federal Credit Union

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Profile bio

About Jonathan Jackson, Cfa, Frm

Seasoned financial services professional and CFA Charterholder with a superior track record of performance. Twelve years of industry experience with progressively more responsibility and leadership. Extensive experience with fixed income trading, fundamental credit analysis, and asset allocation. Self-motivated with a strong intellectual curiosity. Able to articulate complex investment principles, investment recommendations, and research results with excellent communication skills including writing, speaking, and editing with a great attention to detail.•Advanced Excel/PowerPoint skills •Proactive Team Player•Advanced Bloomberg Skills •Strong Analytical Skills•Robust understanding of the Advisory industry •Quantitative problem solving skills•Fundamental Credit Analysis Experience • Excel with tight deadlines•Passed all three CFA exams on the first attempt •Hold series 7 and 66 licenses

Current workplace

Jonathan Jackson, Cfa, Frm's current company

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Catalyst Corporate Federal Credit Union
Catalyst Corporate Federal Credit Union
Manager of Brokerage Services at Catalyst Corporate Federal Credit Union
plano, texas, united states
Website
catalystcorp.org
Employees
162
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5 roles

Jonathan Jackson, Cfa, Frm work experience

A career timeline built from the work history available for this profile.

Manager Of Brokerage Services

Current
Catalyst Corporate Federal Credit Union

Plano, Texas, United States

Responsible for leading the activities of the Brokerage Services division of Catalyst Corporate FCU and managing a team of registered representatives. 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.

Feb 2022 - Present

Institutional Investment Advisor

Current
Catalyst Corporate Federal Credit Union

Plano, TX

Provide comprehensive balance sheet management advice to member credit unions. This includes asset liability management, investment portfolio management, and risk management consultation. Serve as a subject matter expert while developing deep relationships with CEOs, CFOs, and other key decision makers at member credit unions. Conduct educational seminars.

Nov 2015 - Present

Fixed Income Specialist

Td Ameritrade Institutional

Dallas/Fort Worth Area

  • Serve as Fixed Income expert and point of contact for a book of 350 RIAs. Oversee execution of all fixed income trades, product inquiries and any Fixed Income service needs.
  • Build advisor profiles in the SalesForce CRM system in order to proactively show compelling investment ideas based on risk / return relative valuation.
  • Collaborate with advisors by building complex portfolios, discussing bond swap ideas, and developing trade strategies.
  • Increased trade quantity by 60% and revenue by 75% over the last two years.
Oct 2012 - Nov 2015

Regional Fixed Income Specialist

Td Ameritrade

Dallas/Fort Worth Area

  • Managed all aspects of the fixed income business for the Los Angeles, CA region which consists of 4 branches and $300,000,000 in fixed income assets.
  • Grew year over year revenue by 15%.
  • Cultivated relationships with the highest net worth clients in the region and served as the fixed income expert reviewing portfolios, making recommendations, executing trades, and providing service for all fixed income.
  • Executed email marketing campaigns, weekly conference calls and other wholesaling activities to drive additional fixed income business from the branch network which resulted in a 12% increase in referrals.
  • President’s Club winner.
Dec 2006 - Oct 2012

Amerivest Investment Consultant

Td Ameritrade

Dallas/Fort Worth Area

  • Introduced the Amerivest Asset Allocation Advisory service to TD Ameritrade clients at the inception of the program.
  • Built a book of 200 clients with $25,000,000 in assets under management.
  • Trained 30 associates across 7 branches in the features, benefits and best practices of selling the Amerivest service.
Sep 2003 - Oct 2006
Team & coworkers

Colleagues at Catalyst Corporate Federal Credit Union

Other employees you can reach at catalystcorp.org. View company contacts for 162 employees →

IS Isaac Stubbe Isaac Stubbe Colleague at Catalyst Corporate Federal Credit UnionDallas, Texas, United States, United States View → GJ Gail Jones Gail Jones Colleague at Catalyst Corporate Federal Credit UnionAubrey, Texas, United States, United States View → BB Blake Beitter Blake Beitter Colleague at Catalyst Corporate Federal Credit UnionPlano, Texas, United States, United States View → KK Kristel Knipling Kristel Knipling Colleague at Catalyst Corporate Federal Credit UnionAubrey, Texas, United States, United States View → TB Theresa Batoon Theresa Batoon Colleague at Catalyst Corporate Federal Credit UnionDenton, Texas, United States, United States View → JR Jesse Rodriguez Jesse Rodriguez Colleague at Catalyst Corporate Federal Credit UnionMesquite, Texas, United States, United States View → BK Bryce Kindla Bryce Kindla Colleague at Catalyst Corporate Federal Credit UnionFrisco, Texas, United States, United States View → SJ Steven Jobe Steven Jobe Colleague at Catalyst Corporate Federal Credit UnionDallas, Texas, United States, United States View → WG Whitney Gist Whitney Gist Colleague at Catalyst Corporate Federal Credit UnionArlington, Texas, United States, United States View → PW Pamela Wiseman Pamela Wiseman Colleague at Catalyst Corporate Federal Credit UnionDallas, Texas, United States, United States View →
1 education record

Jonathan Jackson, Cfa, Frm education

FAQ

Frequently asked questions about Jonathan Jackson, Cfa, Frm

Quick answers generated from the profile data available on this page.

What company does Jonathan Jackson, Cfa, Frm work for?

Jonathan Jackson, Cfa, Frm works for Catalyst Corporate Federal Credit Union.

What is Jonathan Jackson, Cfa, Frm's role at Catalyst Corporate Federal Credit Union?

Jonathan Jackson, Cfa, Frm is listed as Manager of Brokerage Services at Catalyst Corporate Federal Credit Union at Catalyst Corporate Federal Credit Union.

Where is Jonathan Jackson, Cfa, Frm based?

Jonathan Jackson, Cfa, Frm is based in Frisco, Texas, United States while working with Catalyst Corporate Federal Credit Union.

What companies has Jonathan Jackson, Cfa, Frm worked for?

Jonathan Jackson, Cfa, Frm has worked for Catalyst Corporate Federal Credit Union, Td Ameritrade Institutional, and Td Ameritrade.

Who are Jonathan Jackson, Cfa, Frm's colleagues at Catalyst Corporate Federal Credit Union?

Jonathan Jackson, Cfa, Frm's colleagues at Catalyst Corporate Federal Credit Union include Isaac Stubbe, Gail Jones, Blake Beitter, Kristel Knipling, and Theresa Batoon.

How can I contact Jonathan Jackson, Cfa, Frm?

You can use AeroLeads to view verified contact signals for Jonathan Jackson, Cfa, Frm at Catalyst Corporate Federal Credit Union, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Jackson, Cfa, Frm attend?

Jonathan Jackson, Cfa, Frm holds Bachelor Of Arts (B.A.), Communication Studies, 3.6 from University Of North Texas.

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