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Jon Jacobs

Investment Communications

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Jon Jacobs brings a unique perspective to financial content development, rooted in a decade-long immersion in the investment profession and a lifelong love of analytical and quantitative problem solving. A former analyst in one of Wall Street’s best-known bond boutiques, Jon’s grounding in bond and options mathematics, financial statement analysis, valuation models and portfolio theory fosters mutual respect and harmonious communication with investment team members.


His work has been published, quoted or excerpted in The Wall Street Journal, Barron’s, Institutional Investor publications, Reuters, Bloomberg News, Bloomberg TV, The Investment Professional,, Total Securitization, DerivSource,, The Guardian, The Journal of Commerce, Trader Daily, Best Practices in Compensation & Benefits, Shipping Digest, and other financial and business publications.



From 2007 through 2010, Jon gave back to the profession by writing career management advice and financial job-market intelligence for eFinancialCareers, a niche job board serving mid-career investment professionals. Two of his 2010 web commentaries on legal challenges confronting the financial professions won a Digital Azbee Silver Award from the American Society of Business Publication Editors. He also served as Deputy Editor of the 2010-11 edition of Careers in Financial Markets, a 96-page guidebook aimed at college students and career changers.


Currently he is a senior fixed-income analyst at a leading financial market information firm. He has remained active in helping peers optimize their career paths, organizing three career development panel programs for the New York Society of Security Analysts between 2009 and 2011. He was a 2011 guest speaker to the Harvard Club's Finance Careers Interest Group and spoke at the American Society of Journalists and Authors (ASJA2011Annual Writers Conference in a panel session on "Leveraging Your Writing Skills for Corporate Clients."


Beyond the financial world, Jon’s word power and mental agility have helped his employers and clients establish thought leadership in three very dissimilar fields: Career Management, Global Transportation, and Mind-Sports.


A graduate of Harvard College and the Journalism Master’s program at University of California at Berkeley, he began his career as an editor of specialized publications covering global trade and logistics. A stint as a newswire reporter brought him into frequent contact with portfolio managers and awakened a passion for financial markets and analysis. From 1997 through 2006 Jon produced market commentaries, white papers and other customer communications at Cantor Fitzgerald and at IDEAglobal, a research boutique.






Commitment to Professional Development

Jon relies on professional development courses to maintain and strengthen his connection with the profession he writes about. He has invested more than 250 hours attending multi-session classes offered by the New York Society of Security Analysts, the New York Institute of Finance, Ibbotson Associates, and Wall St. Training.

  • Portfolio Management
  • Performance Attribution
  • High-Yield Basic Tools
  • Asset Allocation
  • International Investing
  • Security Analysis
  • Advanced Financial Statement Modeling
  • Accounting and Financial Statement Analysis
  • Business Valuation
  • Monte Carlo Simulation
  • Options Trading