Jonathan Patrick Fagan

Financial Representative


Jonathan Fagan joined Northwestern Mutual in March of 1999 as a Financial Representative. Jonathan is committed to providing the best service to his clients and helping them reach their financial goals.
Before becoming a Financial Representative with Northwestern Mutual, Jonathan Fagan pursued a career as a customer relations agent for the Marriott International in California.

Jonathan's approach at Northwestern Mutual is to get to know his clients' goals and dreams to provide them with quality products and services.

Associations and Memberships

Jonathan Fagan, CLTC® is certified in Long-Term Care planning

This is a designation granted by the Corporation For Long-Term Care Certification. CLTC graduates have completed a rigorous, multidisciplinary course that focuses on the profession of long-term care. This program is recognized by state regulators as having provided essential information necessary to provide appropriate advice on this complicated subject manner.  A CLTC professional is highly trained in the field of long-term care and knows the right questions to ask, with the goal of helping you solve your needs.

Jonathan is a member of the National Association of Insurance and Financial Advisors (NAIFA)

NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association. The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

Years of Experience

Representing Northwestern Mutual since 1999.


Degree Major Institution
Bachelors of Science Financial Management California State University-Long Beach

Awards and Recognition


Million Dollar Round Table Qualifying Member 2005-2007, 2009

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT


National Quality Award 2004-2008

Award recognizing persistency and performance


National Sales Achievement Award 2005-2007

Award recognizing performance


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.