Jason Jones

Jason Jones, CFA, is an experienced finance professional with a robust background in portfolio management and investment analysis. Currently serving as Director/Portfolio Manager/Equity Analyst at Guggenheim Partners since January 2015, Jason specializes in fundamental stock analysis for Unit Investment Trust portfolios, focusing on the Financials, Real Estate, and Materials sectors. Prior to this role, Jason worked as a Senior Portfolio Analyst at The Mather Group, where responsibilities included strategic asset allocation across various asset classes and oversight of corporate and municipal bond portfolios. Jason's earlier experience includes a Research Analyst role at Calamos Investments, where company analysis and valuation of diverse securities were key functions, as well as foundational roles in accounting at Equity Office Properties and CB Richard Ellis. Jason holds an MBA in Financial Analysis from DePaul Driehaus College of Business and a BS in Finance from Illinois State University.