# JM EGAN WEALTH ADVISORS, LLC

JM EGAN WEALTH ADVISORS, LLC of MADISON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 121134
- Type: SEC-registered investment adviser
- SEC file number: 801-69374
- Location: 21 GREEN VILLAGE ROAD, MADISON, NJ, 07940
- Phone: 973-377-4700 EX 323
- Latest filing: 2016-03-18
- Regulatory AUM: $205.0M
- Discretionary AUM: $205.0M
- Clients: 4
- Accounts: 366

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| EGAN JOHN MCNAMARA | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121134/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121134/similar
- Related entities: https://search.stillhousedata.com/firm/121134/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121134

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.