Jon Jeffreys

Jon is the Managing Partner of Callahan & Associates and the Vice President and Assistant Treasurer for TRUST Mutual Funds. He also serves as esteemed member on the Board of Directors for Callahan & Associates as well as myCUmortgage. Prior to taking the reins as managing partner for Callahan, Jon was responsible for leading sales and marketing for the TRUST Mutual Funds, which supports credit union investments through professionally managed mutual funds. He also served as President and CEO of Credit Union Student Choice, a private, credit union-owned student lending CUSO.

Jon’s impressive leadership at Credit Union Student Choice grew the student lending start up to over 50,000 loans originated representing balances in excess of $1.2 billion all while delivering a 50% return on equity to the 230 credit union partners. Jon is a seasoned financial services professional with nearly 15 years of credit union experience. He has extensive knowledge on the opportunities and challenges faced by the industry and a demonstrated talent for leading successful financial ventures. His proven ability to bring people together for the advancement of shared ideas, coupled with his amicable presentation style, creates the ideal environment for innovation incubation and ideation collaboration. His presentations consistently deliver impactful messages that move credit unions’ towards successful outcomes.

Jon earned a Bachelor of Arts degree in political science from Denison University in Granville, OH, and an MBA from the Kogod School of Management at American University in Washington, DC. He also holds FINRA license series 6 and 63.

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RECENT POSTS BY JON JEFFREYS

By Jon Jeffreys | Oct. 6, 2017

Reflections on what credit unions can do to build community and commitment — and re-create themselves along the way.

By Jon Jeffreys | Sept. 4, 2017

Small can be mighty when it comes to stealing market share and serving it better than the banks.

By Jon Jeffreys | Aug. 9, 2017

An analysis of home values by ZIP code could topple the assumption that owning a home remains the best of investments.

By Jon Jeffreys | July 3, 2017

While the NCUA and the industry examines the merger process, maybe it’s time to consider providing a way for credit unions considering going away to save their value and re-deploy it for the common good.

By Jon Jeffreys | June 21, 2017

Innovating to provide specific answers to questions like, “How have your members’ lives changed for the better since they signed up with you?”

VIEW ALL POSTS BY JON JEFFREYS