Jonathan Stearns, Co-Founder and Partner brings more than 15 years of financial and risk management experience to Beacon Wealth. Prior to founding Beacon Wealth, Jonathan managed Stearns Wealth Management, LLC. Prior Stearns Wealth he spent his career working for large multi-national risk management and financial services companies. Jonathan is a graduate of the Business School at Northeastern University, where he obtained a degree in Business Management with a concentration in financial management and insurance. He currently holds his series 7, 24, 63, and 66 securities registrations through Beacon Wealth’s partner and custodian LPL Financial. In 2014 Jonathan was enrolled in Boston University’s financial planning program.
Family and Community are very important to Jonathan. Jonathan has been married for over 15 years to his high school sweetheart Leah, and they are the proud parents of Elizabeth, who is 7 and currently attending second grade in the Brookline School District. Jonathan, Leah and Elizabeth split their time between Brookline and Newport, RI. In addition to his family and business activities, Jonathan is very passionate about giving back to the local community and beyond. Jonathan and Leah are actively involved with many Brookline and Newport based philanthropic organizations. Jonathan is past President of the Brookline Chamber of Commerce and Board Member of The Brookline Teen Center. Leah and Jonathan are actively involved with the Brookline Mental Health Center. In his free time, Jonathan can be found captaining their boat off the coast of Newport.
Jonathan’s core focus is providing Financial Planning, Investment Management, College Planning, and Social Security / Medicare Planning to his diverse group of successful clients. Household investment minimum for new clients: $1.0m
Check the background of this investment professional on FINRA’s BrokerCheck.