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John Mcnamara Egan

JM EGAN WEALTH ADVISORS, LLC·MADISON, New Jersey
Clean recordJM EGAN WEALTH ADVISORS, LLC
21 GREEN VILLAGE ROAD, MADISON, NJ 07940CRD# 1747723Firm CRD# 121134

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Mcnamara Egan · MADISON, NJ
Registration
CRD #1747723 · JM EGAN WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Mcnamara Egan is a registered financial advisor based in MADISON, New Jersey, affiliated with JM EGAN WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
JM EGAN WEALTH ADVISORS, LLC
JM EGAN WEALTH ADVISORS, LLC
AUM
$205M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at JM EGAN WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1747723
Firm CRD# 121134
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Mcnamara Egan offer?
John Mcnamara Egan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MADISON, New Jersey for a consultation.
What are John Mcnamara Egan's credentials?
John Mcnamara Egan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Mcnamara Egan located?
John Mcnamara Egan is based in MADISON, New Jersey, working with JM EGAN WEALTH ADVISORS, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does John Mcnamara Egan charge for services?
John Mcnamara Egan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JM EGAN WEALTH ADVISORS, LLC?
JM EGAN WEALTH ADVISORS, LLC has approximately 4 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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