Leaving Franklin Templeton

Clicking OK below will take you to an independent site. Information and services provided on this independent site are not reviewed by, guaranteed by, or endorsed by Franklin Templeton or its affiliates. Please keep in mind that this independent site's terms and conditions, privacy and security policies, or other legal information may be different from those of Franklin Templeton's site. Franklin Templeton is not liable for any direct or indirect technical or system issues, consequences or damages arising from your use of this independent website.
Jonathan M. Schreiber, CFA

Jonathan M. Schreiber, CFA

Vice President, Solutions Portfolio Manager

Location
Boston, Massachusetts,
United States
Experience
16
At Franklin Templeton Investment Solutions
16

Sign in to view documents

About Jonathan

Jon Schreiber is a vice president, solutions portfolio manager at Franklin Templeton Investment Solutions. He is responsible for developing multi-asset investment solutions for institutional clients, with a focus on target-date strategies and retirement investing. Mr. Schreiber is co-chair of the Retirement Operating Committee.

Most recently, Mr. Schreiber was a senior investment director and team leader in the Global Investment Strategies group, specializing in Global Asset Allocation (GAA) products. His focus included target-date, traditional asset allocation, multi-asset income, insurance-linked index strategies, and model portfolios. He was responsible for communicating investment performance, positioning, and strategy; performing competitive analysis; gathering intelligence on trends in the global marketplace; and developing and launching new products.

Previously at Putnam, Mr. Schreiber served in various roles, including as a GAA investment product analyst and a senior investment specialist in the Defined Contribution group. Mr. Schreiber has been in the investment industry since he joined Putnam in 2010.

Mr. Schreiber holds a bachelor of science degree in general management from Boston College. He is a Chartered Financial Analyst (CFA) charterholder.

Sign in to view documents

Download the Franklin Templeton 529 Program Description

You’re almost there.
Please agree to receive the Franklin Templeton 529 Program Description electronically, then the application will be ready to download on the next page.
Open, read, and retain the Program Description and Participation Agreement:
Franklin 529 College Savings Plan - Program Description and Participation Agreement
By clicking “I agree” and accessing this document, you acknowledge and agree that:
Electronic Delivery - The Program Description is being delivered to you in electronic form in lieu of paper delivery.
Consent - You hereby consent to receive this document electronically and acknowledge that such electronic delivery satisfies any legal or contractual requirements that this document is provided to you in writing.
Ability to Access - You represent that you have the necessary hardware and software to access, view, download, and retain the document in electronic form (including PDF format), and that you are able to print a copy for your records if you choose.
Retention - You are responsible for retaining a copy of the downloaded document for your records.
Withdrawal of Consent - Your consent applies solely to this document. If you do not consent, you should not proceed with the download and may request a paper copy by calling (866) 362-1597.
The application will open once “I Agree” is pressed.

Sign in to view documents