Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Egan is a financial professional with over 23 years of experience in the financial services industry. John is currently registered with J.P. Morgan Securities LLC and has held previous registrations with firms including TIAA-CREF Individual & Institutional Services, LLC, Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and TD Ameritrade, Inc. John has extensive experience in providing financial planning, portfolio management and other advisory services to individuals, businesses and institutions. John holds a variety of professional designations including the Certified Financial Planner designation.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
09/23/2016 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
04/01/2015 - 09/06/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHICAGO IL)
IL
11/18/2010 - 03/27/2015
CHARLES SCHWAB & CO., INC. (CHICAGO IL)
IL
09/07/2006 - 10/18/2010
FIDELITY BROKERAGE SERVICES LLC (CHICAGO IL)
KS
06/22/2000 - 07/05/2006
TD AMERITRADE, INC. (OVERLAND PARK KS)
NY
02/07/2000 - 04/11/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 10/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/28/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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