The Ledger · Instructor

Jonathan Walker

Jonathan Walker built the customer communication strategies for two personal loan brands, established the customer experience strategy for the financial wellness website Elevate.com, and co-founded innovative financial education platforms.

As the founding executive of the Center for the New Middle Class, Jonathan conducted dozens of qualitative and quantitative market research projects and has personally conducted hundreds of interviews. He designed the Survey of American Household Finances, which captures a monthly snapshot of 50+ measures of American financial life, behavior, and challenges.

Jonathan presents at conferences, company-wide events, executive presentations, customer insights events, podcasts, and on YouTube. He has been quoted as a financial services expert in USA Today, Fast Company, Yahoo! Finance, Forbes, Fox Business, CNBC, CBS News, CNN Money, Bloomberg, Business Insider, Market Watch, among others.

A note about this article

Use the facts, then check the fine print.

Rates, fees, eligibility, and product availability can change. This article is educational and is not a promise of approval or individualized financial advice. Review the lender or provider’s current disclosure before applying.

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