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Sean James Egan

Citizens JMP Securities, LLC

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About Sean James Egan

Sean James Egan is a financial professional with over 11 years of experience in the industry. Sean Egan is currently registered with Citizens JMP Securities, LLC in Massachusetts. Previously, Sean Egan has been registered with Citizens Capital Markets, Keybanc Capital Markets Inc., Northcoast Research Partners, LLC, and Ancora Securities, Inc. Sean James Egan has passed the Series 7, Series 63, Series 79TO, Series 86 and Series 87 examinations. Sean Egan holds a Series 63 license in Massachusetts and is a Registered Representative of Citizens JMP Securities, LLC.

Firm Information

Sean Egan is currently registered with Citizens JMP Securities, LLC. Citizens JMP Securities, LLC, a Limited Liability Company, was formed in 2002 and is approved in all 50 states and the District of Columbia. The firm has received one SEC registration and 51 state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

238

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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Sean Egan’s Registration & Firm History

MA

08/01/2023 - Present

Citizens JMP Securities, LLC (BOSTON MA)

MA

03/07/2019 - 08/01/2023

CITIZENS CAPITAL MARKETS (BOSTON MA)

MA

09/12/2013 - 12/07/2018

KEYBANC CAPITAL MARKETS INC. (BOSTON MA)

OH

03/13/2012 - 09/13/2013

NORTHCOAST RESEARCH PARTNERS, LLC (CLEVELAND OH)

OH

03/12/2012 - 09/13/2013

ANCORA SECURITIES, INC. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 04/02/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/18/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2012

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 06/14/2012

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 03/09/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean James Egan.
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