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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By Jon Jeffreys | Jan. 19, 2018

Callahan's managing partner Jon Jeffreys discusses the need for credit unions to ask tough questions.

By Jon Jeffreys | Jan. 9, 2018

How can credit unions push the movement forward? By tackling tough questions and discovering the right, not easy, answers.

By Jon Jeffreys | Dec. 18, 2017

Callahan's Managing Partner Jon Jeffreys shares why credit unions need to collaborate to compete in today's disruptive marketplace.

By Jon Jeffreys | Dec. 1, 2017

Perception is a powerful reality in a world of commoditized financial service offerings.

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.