Current Research & Grants

View my research on my SSRN Author page: http://ssrn.com/author=2388293

 

Current as of September 2018


RESEARCH 


Interests: financial education & socialization, family/individual economic well-being, consumer financial decision-making, behavioral finance, student debt, and later life financial security.

 

Dissertation 

The Impact of Financial Socialization on Economic Well-being and Financial Decision-making Over Time (APLUS dataset).

 

Research-based Internships

Graduate Internship – Program Assistant                                                                                                                                         Bureau of Consumer Financial Protection (CFPB), Washington, D.C.                                                                                               Division of Consumer Education & Engagement                                                                                                                                 Office of Financial Education                                                                   2017-2018

 

Fellowships

Graduate Research Fellow                                                                                                                                                                    National Endowment for Financial Education (NEFE), Denver, CO                                                                                                          Supervisor: Billy J. Hensley, Ph.D., President and CEO                               2015-2017      


 

Peer-reviewed Publications                                                                                                             

  1. Hensley, B. J., Jurgenson, J. B., & Ferris, L. A. (2017). Combining Adult Education and Professional Development Best Practice to Improve Financial Education Teacher Training, Journal of Financial Counseling and Planning, 28(1), 33-48. doi:10.1891/1052-3073.28.1.33
  2. Guillemette, M. A. & Jurgenson, J. B. (2017). The Impact of Financial Advice Certification on Investment Choices, Journal of Financial Counseling and Planning, 28(1), 129-139. doi:10.1891/1052-3073.28.1.129
  3. Bartholomae, S., Kiss, D. E., Jurgenson, J. B., O’Neill, B., Worthy, S., & Kim, J. Examining Gender Bias in Attitudes Towards Student Loan Borrowing: An Experimental Survey on the Effect of Framing. (accepted with minor revisions)

 

Potential Publications

  1. Guillemette, M. A., Jurgenson, J. B., Sharpe, D. L., & Zhang, X. Framing Longevity Income. (in review)
  2. Bartholomae, S., Fox, J. J., Dorius, S. F., & Jurgenson, J. B. Perceptions and Impacts of Student Loan Borrower Counseling: A Content Analysis. (in review)
  3. Jurgenson, J. B., Kim, J., Jasper, A. M., Russell, D. W., & Cutrona, C. E. The Long-term Effects of Financial Strain in Single African-American Mothers. (working paper)
  4. Bartholomae, S., Gudmunson, C. G., Fox, J. J., Jurgenson, J. B., & Ray, S. K. Student Loan Decision-making: Sources of Information, Family Financial Socialization and Individual Predictors. (working paper)
  5. Bartholomae, S., Fox, J. J., & Jurgenson, J. B. Healthy Skepticism, Healthy Finances: The Role of Consumer Trust in the Use of Professional Financial Advice. (working paper)
  6. Jurgenson, J. B. The Impact of Youth Financial Socialization on Adult Financial Decision-making and Financial Well-being. (working paper, utilizes the Bureau of Consumer Financial protection [CFPB] Financial Well-being in America dataset)

 

Extension Publications & Bulletins

  1. Iowa State University Human Sciences Extension and Outreach (HSEO)                                                                                  “Impact Findings of the Finances of Caregiving (FOC) Program” (2018, July)                                                                                “Impact Findings of the Writing Your Retirement Paycheck Program” (2018, July                                                                            PI: Suzanne Bartholomae, Ph.D.
  2. Quittman, L. M., Shockey, S. S., & Jurgenson, J. B. (2015, February). Hands-On Learning to Build Financial Habits: Research and Resources on Child Savings. Available on the U.S. Department of the Treasury’s Financial Literacy and Education Commission (FLEC) website.

 


CONFERENCE PARTICIPATION


Paper Presentations

  1. Guillemette, M. A., Jurgenson, J. B., Sharpe, D. L., & Zhang, X. (2018, May). Framing Longevity Income. Presentation at the American Council on Consumer Interests (ACCI) Annual Conference, Clearwater Beach, FL. [CFP® Board Best Financial Planning Paper Award]
  2. Guillemette, M. A., Jurgenson, J. B., Sharpe, D. L., & Zhang, X. (2018, February). Framing Longevity Income. Presentation at the Academic Research Colloquium for Financial Planning and Related Disciplines (CFP® Board), Arlington, VA.
  3. Guillemette, M. A., Jurgenson, J. B., Sharpe, D. L., & Zhang, X. (2017, October). The Impact of Framing on the Stated Demand for Longevity Annuities. Presentation at the Financial Planning Association (FPA) Annual Conference, Nashville, TN.
  4. Jurgenson, J. B., & Bartholomae, S. (2017, June). Who Remembers and Benefits from Student Loan Entrance Counseling? A Multilevel Analysis. Presentation through the mini-institute Loan Entrance Counseling with Fox, J. J., Bartholomae, S., Letkiewicz, J., Montalto, C., Heckman, S., Lawson, D. & Anderson, S. at the Symposium on Collegiate Financial Wellbeing, Washington, D.C.
  5. Jurgenson, J. B., & Bartholomae, S. (2017, April). Who Remembers and Benefits from Student Loan Entrance Counseling? A Multilevel Analysis. Presentation through the oral symposium Perceptions and Impacts of Student Loan Entrance Counseling with Fox, J. J., Bartholomae, S., Letkiewicz, J., Montalto, C., Heckman, S., Lawson, D. & Anderson, S. at the American Council on Consumer Interests (ACCI) Annual Conference, Albuquerque, NM.
  6. Guillemette, M. A., & Jurgenson, J. B. (2015, November). The Effect of Certification on Investment Decisions. Presentation at the Association for Financial Counseling & Planning Education (AFCPE®) Research & Training Symposium, Jacksonville, FL.
  7. Guillemette, M. A., & Jurgenson, J. B. (2015, May). The Effect of Certification on Investment Decisions. Presentation at the American Council on Consumer Interests (ACCI) Annual Conference, Clearwater Beach, FL.
  8. Guillemette, M. A., & Jurgenson, J. B. (2015, March). Designation and Fiduciary Standard Improve Investment Decisions. Presentation at the University of Missouri Annual Research and Creative Activities Forum, Columbia, MO.
  9. Guillemette, M. A., & Jurgenson, J. B. (2014, October). Clients’ Changing Risk Preferences. Presentation at the Academy of Financial Services Annual Meeting, Nashville, TN.
  10. Guillemette, M. A., & Jurgenson, J. B. (2014, October). Clients’ Changing Risk Preferences. Presentation at the University of Missouri Extension Personal Finance Annual Meeting, Columbia, MO.

 

Poster Presentations

  1. Hensley, B. J., & Jurgenson, J. B. (2016, November). Prepped for Success: A Study of Teacher Training, Financial Literacy, & Classroom Outcomes. Poster session presentation at the Association for Financial Counseling & Planning Education (AFCPE®) Research and Training Symposium, Louisville, KY. (Presenting Author)
  2. Hensley, B. J., & Jurgenson, J. B. (2016, October). Prepped for Success: A Study of Teacher Training, Financial Literacy, & Classroom Outcomes. Poster session presentation at the Iowa State University Department of Human Development & Family Studies Research Symposium, Ames, IA. (Presenting Author)
  3. Hensley, B. J., Jurgenson, J. B., & Ferris, L. A. (2015, November). Combining Adult Education and Professional Development Best Practice in Financial Education K-12 Teacher Training. Poster session presentation at the Association for Financial Counseling & Planning Education (AFCPE®) Research & Training Symposium, Jacksonville, FL. (Presenting Author)
  4. Guillemette, M. A., & Jurgenson, J. B. (2015, August). The Effect of Certification on Investment Decisions. Poster session presentation at the CFP® Board Registered-Program Conference, Washington, D.C. (Presenting Author)
  5. Pankow, D., Borr, M., & Jurgenson, J. B. (2011, November). Providing Resources and Training to Meet Personal Finance Education Requirements. Poster session presentation at the Annual Convention of the Association for Financial Counseling & Planning Education (AFCPE®), Jacksonville, FL.

 

Panel Participant

  1. Creatively Addressing Financial Wellness: Research, Education, and Beyond. Panel participant at the Symposium on Collegiate Financial Wellbeing pre-symposium event (2017, June), Catherine P. Montalto, Ph.D. (Organizer), Washington, D.C.

 

 

 


GRANT INVOLVEMENT


As Member of Grant Proposal Team

Iowa State University Department of Human Development & Family Studies                                                                             Jump$tart Financial Foundation for Educators (J$FFE)                                                                                                                         Initiative: Evaluating Student Outcomes                                                                                                                                                          PI: Suzanne Bartholomae, Ph.D. (not funded)                                               2017

 

Iowa State University Department of Human Development & Family Studies                                                                                 Student Outcomes Following FutureSmart® Programming:                                                                                             Implementation Factors Influence on Short-Term and Long-Term                                                                                             Financial Literacy Learning                                                                                                                                                                             PI: Suzanne Bartholomae, Ph.D. (not funded)                                               2017


 

As Primary Investigator/Applicant

Iowa State University Graduate and Professional Student Senate (GPSS)                                                                                Professional Advancement Grant                                                                                                                                                                  Academic Research Colloquium for Financial Planning                                                                                                                          and Related Disciplines (CFP® Board of Standards)                                                                                                                             "Framing Longevity Income.” (funded)                                                        2018

 

Arizona Pathways to Life Success (APLUS)                                                                                                                                          APLUS Research Grant Award                                                                                                                                                      “Childhood Financial Socialization and Later-life                                                                                                                              Financial Well-being.” (not funded)                                                              2017

 

Iowa State University Graduate and Professional Student Senate (GPSS)                                                                                Professional Advancement Grant                                                                                                                                                                 AFCPE® Annual Research & Training Symposium                                                                                                                                 "Prepped for Success: A Study of Teacher Training, Financial Literacy,                                                                                                   & Classroom Outcomes.” (funded)                                                              2016

 

University of Missouri Office of Graduate Studies                                                                                                                                             Professional Presentation Travel Grant                                                                                                                                               American Council on Consumer Interests (ACCI) Annual Conference                                                                                                       “Designation and Fiduciary Standard Improve Investment                                                                                                                    Decisions.” (funded)                                                                                  2015

 

University of Missouri Educational Technology (ET@MO)                                                                                                                    Teaching with Technology Innovation Fund Grant (funded)                              2015

 


 

As Graduate Research Associate

FINRA Foundation                                                                                                                                                                                          PI: Suzanne Bartholomae, Ph.D. & Jonathan J. Fox, Ph.D.                                                                                                                    “The Impact of the Smart Steps Program on Ex-Offender’s Financial                                                                                                      Behavior: An Evaluation for United Way of Central Iowa and FINRA.”                 2017

 

University of Missouri College of Human Environmental Sciences                                                                                                                  Margaret W. Mangel Research Catalyst Fund Grant                                                                                                                              PI: Michael A. Guillemette, Ph.D., CFP®                                                                                                                                                                                      Resolving the Under-annuitization Problem.”                                                  2015

 

Jesse Jurgenson