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Jeffrey M Egan

BGC Financial, LP

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About Jeffrey M Egan

Jeffrey Egan is a financial professional with over 25 years of experience in the industry. Jeffrey is currently registered with BGC Financial, LP and is licensed to provide financial services in New York and New Jersey. Prior to joining BGC Financial, LP, Jeffrey held positions at GFI Securities LLC and Sunrise Brokers LLC. Jeffrey has a strong track record of success in the financial services industry and is committed to providing his clients with the highest level of service and expertise.

Firm Information

Jeffrey Egan is currently registered with BGC Financial, LP. BGC Financial, LP is a Partnership that was formed on April 2, 2008. They are registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. They have been involved in 36 Regulatory Events.

Not reported

Assets Under Management

Not reported

Total Clients

132

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jeffrey Egan’s Registration & Firm History

NY

01/17/2023 - Present

BGC Financial, LP (NEW YORK NY)

NY

01/13/2021 - 01/17/2023

GFI SECURITIES LLC (NEW YORK NY)

NY

02/16/2017 - 08/28/2020

SUNRISE BROKERS LLC (NEW YORK NY)

NY

12/01/2003 - 02/16/2017

GFI SECURITIES LLC (NEW YORK NY)

NY

04/16/2002 - 12/17/2003

INTER-DEALER BROKERS LLC (NEW YORK NY)

NY

04/24/1998 - 04/16/2002

GFI SECURITIES LLC (NEW YORK NY)

NA

11/26/1997 - 03/12/1998

GFI SECURITIES LLC

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Licenses & Designations

BC

Issued 02/11/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/11/1998

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2002

Series 3 - National Commodity Futures Examination

BC

Issued 01/04/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 01/07/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BZX Exchange, Inc.

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jeffrey M Egan.
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