Jonathan Patrick Fagan

Financial Representative

THANK YOU for visiting the website for Jonathan Fagan, District Director/Financial Representative 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 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 ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern 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), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

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