Client Center

Investment Advisory Services offered through J.M. Egan Wealth Advisors, LLC. John M. Egan, CFP®, Investment Advisor Representative. Securities offered through Securities America, Inc. Member FINRA/SIPC.  John M. Egan, CFP®, Registered Representative. Securities America, Inc. and J.M. Egan Wealth Advisors, LLC, are independent non-affiliated entities.

Please remember to contact J. M. Egan Wealth Advisors, LLC if there are any changes in your financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to our investment management and advisory services.   A copy of our current written disclosure statement discussing our advisory services and fees is available for your review upon request. 

Investment Advisory licensed in:  FL, GA, MA, MS, NH, NV, NJ, NC, NY, PA, TX.
Securities licensed in:  FL, GA, MA, MS, NH, NV, NJ, NC, NY, PA, TX, VA, VT.
Insurance licensed in:  NJ, NV, NY, PA, SC 

Representatives of Securities America do not provide tax or legal advice. Please consult the appropriate professional regarding your situation.

Privacy Policy