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About Us

  • Team Egan Bios
  • Why Hire Us?
  • Our Services
  • JM Egan Employee Benefits
  • 2010 Client Profile Questionnaire
  • Online Account Access
  • ADV Part II & Privacy Policy
  • Directions: Madison Office
  • Directions: Point Pleasant Beach Office
  • Tell A Friend
Contact Us


21 Green Village Road
Madison, NJ 07940

Phone: 800-919-5010
Fax: 973-377-7080

1101 Richmond Ave, Suite 203
Point Pleasant Beach, NJ 08742

Phone: 800-919-5010
Fax: 973-377-7080

john@jmegan.com

Investment Advisory Services offered through J.M. Egan Wealth Advisors, LLC. John M. Egan, CFP® and Janet S. Sherry, CFP®, Investment Advisor Representatives.Securities offered through Securities America, Inc. Member FINRA/SIPC.  John M. Egan, CFP®, Janet S. Sherry, CFP®, Registered Representatives.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:  CA, CT, FL, GA, MA, ME, MS, NH, NV, NJ, NC, NY, PA, TX.
Securities licensed in:  CA, CT, FL, GA, MA, ME, MS, NH, NV, NJ, NC, NY, PA, TX, VA, VT.
Insurance licensed in:  NJ, NV, NY 

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