Jason Anderson

Jason Anderson
  • Assistant Teaching Professor
  • Director, Personal Finance Program
  • Finance academic area

Contact Info

913-897-8419
Capitol Federal Hall, Room 3167
Lawrence

Biography —

Jason Anderson is a faculty member of the Finance academic area and director of the Personal Finance Program for the School of Business at the University of Kansas. He previously worked at a multibillion-dollar financial institution, where he helped develop a first-to-market program in college and career planning for members. These efforts culminated in what is now known as CollegeRoadmap, a suite of digital college-planning tools licensed to financial institutions nationwide. He has multiple years’ experience as an administrator in higher education across university functions leading significant campus center operations and outreach. He also ran a consulting firm in financial services (Gradmetrics) that specialized in college and student loan planning. This business was sold to a private investor in 2024, and he subsequently worked part time as a financial advisor at Intellicents.

Education —

CFP®
CPA, State of Kansas
Ph.D. in Personal Financial Planning, Kansas State University
MBA, Golden Gate University
M.A. in Education Administration – Higher Education, University of Missouri–Kansas City
B.A., Rockhurst University

Research —

My passion is to find crossovers between household finance and data science. I am adept in quantitative and qualitative analysis using Stata, R, Python, Excel, and MPlus. My statistical toolbox includes econometrics, bivariate and multivariate analysis, logit and probit models, Structural Equation Modeling (SEM), and data science techniques including machine learning.

Selected Publications —

Anderson, J., Sanchez, D., Gallardo, J., Lawson, D., Ouyang, C. (2025). Exploring the effect of federal student loan payment resumption on borrowers through sentiment and textual analysis using Twitter/X. Financial Services Review - Issue 2 | Volume 33.
Rollins-Koons, A., Lawson, D., Mccoy, M., Wu, J., Anderson, J., Ludwig, E. (2024). Exploring the Relationships between Virtual Client Meetings, Financial Anxiety, and Trust in Financial Planning. Financial Planning Research Journal - Issue 1 | Volume 10. https://doi.org/10.2478/FPRJ-2024-0004.
Bennetts, C., Anderson, J., Pearson, B. (2024). Mental Accounting, Estate Bequests, and Retirement Satisfaction. Journal of Financial Planning - Issue 3 | Volume 78.
Collier, N., Anderson, J., Carroll, D., Mccoy, M. (2024). Comparative perspectives on virtual financial planning. Journal of Financial Planning - Issue 4 | Volume 37.
Anderson, J., Furlong, J., Heckman, S. (2024). Altruistic bequests: Giving motive and receipt expectation using the 2019 Survey of Consumer Finances. Financial Services Review - Issue 1 | Volume 32.
Russell, M., Anderson, J., Unruh, C., Varady, K., Walters, J., Mccoy, M. (2023). Improving college financial decision making. Journal of Financial Service Professionals - Issue 5 | Volume 77.
Anderson, J., Lawson, D. (2023). A study of achievement, risk, and cryptocurrency using Learned Needs Theory. Journal of Financial Planning - Issue 8 | Volume 36.
Anderson, J., Wu, J., Rollins-Koons, A., Azaloff, S., Mccaleb, R., Rauh, C., Mccoy, M. (2022). A decade of research in the Journal of Financial Planning (2011-2021). Journal of Financial Planning - Issue 9 | Volume 35.