Jonathan Kearn

Financial Consultant
407.841.2480
407.466.5023
407.841.1626

Print

Download vCard

Share

Jon Kearn literally grew up in the insurance and financial services industries. As the son of an insurance top producer he has been exposed to and inspired by the world of financial solutions since childhood. Building on this strong foundation, Jon developed his expertise in individual retirement funding and distribution solutions.

Over the years, Jon has expanded his expertise to include designing business succession plans, ownership risk mitigation plans, wealth transfer plans, and estate plans. For nearly a decade, as owner and former Financial Services Representative, Jon managed the marketing, client acquisition, business operations, plan design implementation, and review for Kearn and Associates, an insurance brokerage established in 1974.

He has been awarded numerous Top Producer awards and was a member of the MDRT Mentor Program, GLI Elite Leader Program, and Annuity Champion Elite Circle while he was with New York Life.

  • 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

———————————-start microsite content ————————–

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.
[one_third]First Tee[/one_third]
[two_third_last]

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.[/two_third_last]


Contact Jon Kearn

phone icon

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

More places to find news about Fulcrum Partners Newport Beach and Fulcrum Partners nationwide

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, Ohio 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