BACKGROUND
Jon joined First National Capital Markets in October 2001. He specializes in asset liability management and interest rate risk reporting, and in developing portfolio strategies for the team's financial institutional clients. Previous roles he has held include serving as a fixed income trader, trading municipal and taxable bonds for the group, and leading the bond accounting and security settlement teams.
Jon volunteers and serves on multiple boards at Saint Margaret Mary Church. He has also previously served on the board of directors for Memorial Little League and been an adjunct professor at the University of Nebraska at Omaha teaching Commercial Bank Management.
EDUCATION
Jon holds a B.A. degree in Finance & Banking from the University of Nebraska at Omaha, and an MBA degree from Creighton University.
PROFESSIONAL LICENSES
Jon holds and maintains the Chartered Financial Analyst® designation, as well as the FINRA Series 7 General Securities Representative Exam, Series 24 General Securities Principal Exam, Series 27 Financial and Operations Principal Exam, and Series 63 Uniform Securities State Law Exam registrations. He is a member of the CFA Society of Nebraska and the CFA Institute.
NORTHLAND SECURITIES, INC.
Northland Securities, Inc., Member FINRA/SIPC, Registered with SEC and MSRB, is a diversified financial services firm, including investment banking and full-service broker-dealer divisions, offering investment and finance services for government entities, financial institutions, non-profit organizations, and individual investors. Northland is a leading underwriter of tax-exempt bonds in the Midwest (Bloomberg Finance L.P., Annual League Tables Rankings, Full Year) and is recognized for its equity markets research and specialization in finance and capital market access for corporate, government, and non-profit clients.
Registration does not imply a certain level of skill or training.