Jm Egan Wealth Advisors, LLC

Jm Egan Wealth Advisors, LLC (CRD# 121134) is a financial advisory firm headquartered in Madison, NJ. They manage $205,000,000 in 366 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    205
    MILLION
  • Total Number of Accounts
    366
    ACCOUNTS
  • Average Account Value
    $560,109
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, NH, NJ, NY, PA, TX

Financial Advisors at Jm Egan Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John M. Egan
CRD#: 1747723
21 Green Village Rd, Madison, NJ 07940
96
Wealthminder
score

John Egan (CRD# 1747723) is an Investment Advisor Representative working at Jm Egan Wealth Advisors, LLC in Madison, NJ and has over 17 years of experience in the finance industry. John Egan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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