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John Mcnamara Egan

JM EGAN WEALTH ADVISORS, LLC·MADISON, New Jersey
SIE, Series 6, Series 26, Series 63CFPClean record24 years registeredJM 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 · 24 years registered
Brand Profile
Not yet started
01

Career History

HIGHTOWER ADVISORS, LLC
Aug 2016 – present
JM EGAN WEALTH ADVISORS, LLC
Jul 2002 – Sep 2016
MADISON, NJ
CAPITAL ANALYSTS, INCORPORATED
May 2002 – Jun 2009
MADISON, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
Registration record
First registered · May 30, 2002
Years registered · 24
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JM EGAN WEALTH ADVISORS, LLC
CRD 121134 · SEC 801-69374
AUM
$205M
Regulatory assets under management
Employees
4
366 client accounts
Services offered by JM EGAN WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JM EGAN WEALTH ADVISORS, LLC →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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