John Egan is a CFP-designated registered investment advisor, based in Chicago, IL, with 25 years of industry experience.
Location
4301 N Damen Ave, Chicago, IL, 60618
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Kestra Investment Services, LLCBroker
September 2025 - Present · 8 mos
Kestra Advisory Services, LLC
September 2025 - Present · 8 mos
Previous Registrations
J.P. Morgan Securities LLC
September 2016 - September 2025 · 9 yrs
J.P. Morgan Securities LLCBroker
September 2016 - September 2025 · 9 yrs
Advice and Planning Services
April 2015 - September 2016 · 1 yr 5 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
April 2015 - September 2016 · 1 yr 5 mos
Charles Schwab & CO., INC.Broker
November 2010 - March 2015 · 4 yrs 4 mos
Charles Schwab & CO., INC.
November 2010 - March 2015 · 4 yrs 4 mos
Strategic Advisers, INC.
December 2006 - October 2010 · 3 yrs 10 mos
Fidelity Brokerage Services LLCBroker
September 2006 - October 2010 · 4 yrs 1 mo
Amerivest Investment Management, LLC
May 2006 - July 2006 · 2 mos
TD Ameritrade, INC.
October 2003 - July 2006 · 2 yrs 9 mos
TD Ameritrade, INC.Broker
June 2000 - July 2006 · 6 yrs 1 mo
Prudential Securities IncorporatedBroker
February 2000 - April 2000 · 2 mos
State Registrations27 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.