Oxbow Advisors
47yrs
Top advisor by experience in Austin
26yrs
John Egan
Financial advisor at Kestra Advisory Services
John Egan has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Austin, Texas. After nine years at J.P. Morgan Securities and a year at Advice and Planning Services, John joined Kestra Advisory Services in 2025, a firm offering financial planning, investment management, and retirement plan consulting. John holds the CFP® designation.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 21% by experience in Austin
Office5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$618,892
Advisors at the firm1,452
States licensed ?2 states
Services through Kestra Advisory Services
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2025 – nowKestra Advisory Services, LLCCurrent firm
- 2016 – 2025J.P. Morgan Securities LLCPreviously
- Apr 2015 – Sep 2016
- 2010 – 2015Charles Schwab & CO., Inc.Previously
- 2006 – 2010Strategic Advisers LLCPreviously
- May 2006 – Jul 2006TD Ameritrade Investment Management, LLCPreviously
- 2003 – 2006TD Ameritrade, Inc.Previously
Contact John
(844) 553-7872Kestra Advisory Services main office 5707 Southwest Parkway Building 2, Suite 400Austin, TX 78735Office · Get directions X (Twitter) pageKestra Advisory Services
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 John
How do I contact John?
Call Kestra Advisory Services at (844) 553-7872 and ask for John Egan. John works from the Austin, TX office.
How long has John been a financial advisor?
John has been in the industry since 2000, about 26 years. Top 21% by experience in Austin.
What licenses does John hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John 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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