Fulcrum Partners, Orlando, FL

About Jonathan Kearn

Jonathan Kearn

You could say that insurance and financial services are in Jonathan Kearn’s blood. Growing up in South Florida, as the son of an insurance industry top producer, Jon was exposed to the world of financial solutions from an early age. From family trips to insurance industry conventions to summer internships in the family business, Jon’s working knowledge of the industry exceeds his twelve years of private practice experience.

Jon began his professional career with New York Life, designing individual retirement funding and distribution solutions. As his career advanced, he expanded his expertise to include designing business succession plans, ownership risk mitigation plans, wealth transfer plans, and estate plans. Over the last nine years Jon has managed the marketing, client acquisition, business operations, plan design implementation and review for Kearn and Associates, an insurance brokerage established in 1974.

While he was with New York Life, Jon earned multiple Top Producer awards and was a member of the MDRT Mentor Program, GLI Elite Leader Program and Annuity Champion Elite Circle.

Jon and his wife, Nikki, and two children Taylor and Colton live in Central Florida, where they are actively involved in their church and the community. An avid golfer, Jon enjoys amateur golf tournaments and most outdoor activities and sports.

Experience

  • Owner and former Services Representative with Kearn and Associates, Insurance Brokerage, established 1974.
  • Previous Agent, New York Life Insurance Company.
  • Previous Management Trainee Manheim Auctions.
  • NYLIC University Insurance Program.
  • University of Florida, Bachelor of Science in Finance, Honors Program
  • Series 6 Securities License
  • Florida 2-15 Life, Health, and Variable Annuity Agent License

Check the background of this investment professional on FINRA’s BrokerCheck.
Jonathan Kearn is affiliated with Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc.


Education and Training

During his time with New York Life, Jon earned multiple Top Producer awards and was a member of the MDRT Mentor Program, GLI Elite Leader Program, and Annuity Champion Elite Circle. Jon holds both a Series 6 license and a Florida 2-15 Life, Health, and Variable Annuity Agent License.


Service

Jon and Nikki are active members of First Baptist Church Orlando.

First Tee

An avid golfer, Jon has been a volunteer with The First Tee Central Florida, a 501(c)(3) non-profit organization created to impact the lives of young people by providing educational programs that build character, instill life-enhancing values, and promote healthy choices through the game of golf.


Contact Jon Kearn

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O: 407.841.2480 C: 407.466.5023.

vCard for Jonathan Kearn

VCard for Jonathan Kearn.

Email Jonathan Kearn of Fulcrum Partners: jon.kearn@fulcrumpartnersllc.com.
Connect with Jon Kearn on LinkedIn: linkedin.com/in/jonkearnfulcrumpartners

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Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, OH 44333-2431, Tel: 1-800-765-5201. Investment Advisory Services offered through Valmark Advisers, Inc., which is an SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Valmark Securities, Inc., or Valmark Advisers, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.