Jon Jacobson, CFA, is an investment professional and strategic planner currently serving as a Portfolio Manager for IG Corporate Credit at Security Benefit since 2025. Previously, they held roles such as Manager of Capital Markets Analytics at the Federal Home Loan Bank of Des Moines and Head of Investment Grade Credit Research at American Equity, where they notably initiated an analyst mentorship program and received the "Manager of the Year" award. Jon has extensive experience in customizing debt structures and managing portfolios across various financial institutions, having worked at Bank of the West and Regions Financial Corporation. They are currently pursuing a Bachelor's degree in Finance and Banking at Buena Vista University and a Master's degree in Financial Management from Drake University.
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