John Egan is a CFP-designated registered investment advisor, based in Madison, NJ, with 38 years of industry experience.
Location
7 Giralda Farms Suite 125, Madison, NJ, 07940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is involved with J.M. Egan Wealth Advisors LLC, focusing on insurance, employee benefits, fixed annuities, group benefit plans, health insurance, estate planning, financial planning, and wealth advisory work, taking about a quarter of his time. He also dedicates about 75% of his time to J. M. Egan Wealth Advisors, LLC, a registered investment advisor, and about 10% of his time to Egan Kelpatrick, providing family office type services, and minimal time referring clients to a reverse mortgage broker.
Employment History
Current Registrations
Hightower Securities, LLCBroker
Hightower Advisors, LLC
Previous Registrations
Securities America, INC.Broker
Jm Egan Wealth Advisors, LLC
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
Moore & Schley/meeker Sharkey Group INC.Broker
1717 Capital Management CompanyBroker
State Registrations15 states
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