Jonathan Kearn

Financial Consultant
407.841.2480
407.466.5023
407.841.1626

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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.

Experience
  • Owner and Financial Services Representative with Kearn and Associates, Insurance Brokerage, established 1974
  • Previous Agent, New York Life Insurance Company
  • Previous Management Trainee Manheim Auctions
  • Awarded multiple Top Producer awards while with NYL
  • Member GLI Elite Lear Program, Annuity Champion Elite Circle, and MDRT Mentor Program with NYL
Degrees, Certifications, and Registrations
  • NYLIC University Insurance Program
  • University of Florida, Bachelor of Science in Finance, Honors Program
  • Series 6 Securities Registration
  • 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. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, OH 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc.


Service

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.

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

O: 407.841.2480 C: 407.466.5023.
Email Jonathan Kearn of Fulcrum Partners: jon.kearn@fulcrumpartnersllc.com.
VCard for Jonathan Kearn.
Connect with Jon Kearn on LinkedIn: linkedin.com/in/jonkearnfulcrumpartners

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You can download photos for the Fulcrum Partners team and more information about Fulcrum Partners Executive Benefits Consultancy here: Authorized Image and Document Download

Jonathan Kearn is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, OH 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Registrations//​Licenses//​Certifications
  • Series 6
  • Florida 2-15 Life, Health, and Variable Annuity Agent License
Expertise
  • Designing business succession plans, ownership risk mitigation plans, wealth transfer plans, and estate plans, along with designing individual retirement funding and distribution solutions