Tom Egan (CRD# 2250404) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Roxbury, MA and has over 8 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Chase Bank, N.a. | Boston, MA | Oct 2021 - Current | 2 |
| J.p. Morgan Securities LLC | Boston, MA | Oct 2021 - Current | 2 |
| Citizens Securities, Inc. | Chestnut Hill, MA | Aug 2019 - Oct 2021 | 2 |
| The Prudential Insurance Company Of America | Needham, MA | Mar 2018 - Aug 2019 | 1 |
| Pruco Securities, LLC | Needham, MA | Mar 2018 - Aug 2019 | 1 |
| Unemployed | Hingham, MA | Jan 2017 - Feb 2018 | 1 |
| Wellington Management Advisers, Inc. | Boston, MA | Nov 2014 - Dec 2016 | 2 |
| Wellington Management Company LLP | Boston, MA | Jun 2007 - Dec 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- NH
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.