Jonathan Pace, CFA, is a seasoned financial professional with extensive experience in portfolio management. Currently serving as Senior Portfolio Manager at Southern Farm Bureau Life Insurance Company since January 2018, Jonathan oversees the management of the company’s mortgage-backed securities and public equity portfolio. Prior roles include Vice President and Portfolio Manager at TD Ameritrade and various positions at BankPlus Wealth Management from September 2005 to January 2018, culminating in the role of Portfolio Manager. Jonathan began their career as a Producer at AXA Advisors, LLC, and worked as an Investment Consultant at TD Ameritrade. Academic credentials include a Master of Business Administration (M.B.A.) in Accounting and Finance from Millsaps College and a Bachelor's Degree in Finance from Mississippi State University.
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