Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
11yrs
Tom Egan
Financial advisor at J.P. Morgan Securities
Based in Boston, Massachusetts, Tom Egan is a fiduciary financial advisor with 11 years of industry experience. Tom has been with J.P. Morgan Securities since 2021; before that, Tom spent two years at Citizens Securities. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 54% of advisors at J.P. Morgan Securities
Office1050 Washington St, Boston, MA 02118
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowJ.P. Morgan Securities LLCCurrent firm
- Dec 2019 – Oct 2021Citizens Securities, Inc.Previously
Questions to ask Tom
Tailored to Tom’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Tom
How do I contact Tom?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Tom Egan. Tom works from the Boston, MA office.
How long has Tom been a financial advisor?
Tom has been in the industry since 2015, about 11 years. More experience than 54% of advisors at J.P. Morgan Securities.
What licenses does Tom hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Tom a fiduciary?
Tom is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tom paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Tom for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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