Investment Advisor Representative and Licensed Insurance Agent
Jonah Faulkner is an Investment Advisor Representative and licensed insurance agent at Dolphin Financial Group. Jonah previously worked in the commercial investment banking division of JP Morgan Chase & Co.; it was there that he became interested in investment banking and decided to pursue a career as an investment advisor.
Investment Advisor Representative
As an investment advisor representative, his primary goal is to help those in need of financial guidance. Jonah particularly enjoys helping those who are at a crossroads of their financial life. He thrives on knowing that his guidance will dramatically impact his clients in a positive way. Jonah also believes in the importance of strategically integrating insurance in the financial planning process.
Jonah holds his Series 65 license to act in a fiduciary capacity as well as his life and health license. He resides in Safety Harbor, Florida and is a big fan of gaming and relaxing drives on the highway.
Investment Advisor Representative (IAR)
Health & Life Insurance Broker
2430 Estancia Blvd. Suite 206
Clearwater, FL 33761
Phone: 727-223-8454 ext. 8