Jonathan G. Belk
Analyst-Fixed Income at Franklin Advisers, Inc.
Profile
Mr. Jonathan G.
Belk, CFA MBA, is a VP, Portfolio Manager & Research Analyst at Franklin Advisers, Inc. Mr. Belk is responsible for the analysis of primarily high yield corporate bonds in the media and broadcasting sectors, industrials (manufacturing, machinery, equipment rental, and business to business services), and investment grade manufacturing, machinery, and environmental sectors.
Mr. Belk serves on the portfolio management teams of Franklin Liberty High Yield Corporate ETF and Franklin Universal Trust.
Mr. Belk has over 17 years of experience in the financial services industry.
Prior to his current role, Mr. Belk was a manager of valuation services at KPMG.
Mr. Belk joined Franklin Templeton in 2004 as a research analyst.
Mr. Belk holds a bachelor of arts in history from Dartmouth College and a MBA from the University of California at Berkeley.
He is a Chartered Financial Analyst (CFA) charterholder and a member of both the Security Analysts of San Francisco (SASF) and the CFA Institute.
Mr. Belk also is a retired Certified Public Accountant (CPA).
Jonathan G. Belk active positions
| Companies | Position | Start |
|---|---|---|
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Analyst-Fixed Income | - |
Training of Jonathan G. Belk
| Dartmouth College | Undergraduate Degree |
| University of California, Berkeley | Masters Business Admin |
Experiences
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1st degree connections
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| Private companies | 1 |
|---|---|
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Finance |
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