Investment Advisor Representative

Johah Faulkner, Financial Advisor

Jonah Faulkner

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.

Jonah Faulkner:

  • Experiences:

    Investment Advisor Representative (IAR)
    Health & Life Insurance Broker

  • Address:

    2430 Estancia Blvd. Suite 206
    Clearwater, FL 33761

  • Contact:

    Phone: 727-223-8454 ext. 8

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