Jonathan P. Fagan

Financial Advisor

THANK YOU for visiting the website for Jonathan Fagan, Financial Advsior with Northwestern Mutual.

Jonathan's relationships with his clients are the most important part of his business.  Please email Jonathan to get in touch - or stay in touch - about any number of insurance or investment matters.  Jonathan really wants to hear about the new changes in your life since you last spoke.  Knowing you is crucial to helping Jonathan Fagan suggest solutions for your needs.

One of Jonathan Fagan's areas of expertise is in Business Needs Analysis.  If you are a small business owner, or know someone who is, contact me today.

"It is my experience that family-owned businesses and small business owners face unique circumstances in maintaining and growing their organizations.  Please contact me if I can be of assistance"


Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.

Working together with Jonathan Fagan can help you identify your financial goals and objectives that will help you prepare for the future and help protect you if life takes an unexpected turn. Keeping pace with life's changes is important. Let Jonathan help you achieve a secure financial future.

My Mission

"My mission is to assist my clients by helping them protect and provide for those people they care about the most. In all situations, I will offer only those solutions which I would implement for my own family or business practice if faced with a similar situation. I will challenge them to implement decisions that are long term, responsible, and necessary to protect their financial future."

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company, 20211
  • We're one of the Top U.S. Independent Investment Broker-Dealers.2
  • In dividends expected to be paid to policyowners in 2023.3
  • AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
1©2017-2021 and TM, NerdWallet, Inc. All Rights Reserved.

2Ranking for Northwestern Mutual Investment Services, LLC. Measured by 2020 revenue. Sources: Financial Advisor and InvestmentNews, April 2021, Financial Planning, August 2021.

3Dividends are reviewed annually and are not guaranteed. Some policies may not receive dividends in a particular year or years even while other policies receive dividends. For universal life products, in lieu of dividends, experience is reflected through changes to nonguaranteed charges and credits.

4Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), May 2021; Fitch Ratings, AAA (highest), December 2021; Moody's Investors Service, Aaa (highest), December 2021; S&P Global Ratings, AA+ (second highest), July 2021. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

6 Times It Makes Sense to Revisit Your Financial Plan

When your life changes, so should your plan. Here are 6 times it makes sense to schedule a meeting with your advisor. Read more here.

What Is Cash Value Life Insurance?

Cash value life insurance has unique attributes that can make it one of the most flexible parts of your financial plan. Read more here.

4 Steps That Help Assess Your Financial Security for Retirement

Let’s have a conversation to make sure you’re financially prepared for retirement. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.