William Blair & Company
47yrs
Top advisor by experience in Illinois
3yrs
Daniel Egan
Financial advisor at J.P. Morgan Securities
Daniel Egan has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Chicago, Illinois. Daniel joined J.P. Morgan Securities in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office10 S Dearborn St Floor 19, Chicago, IL 60603
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
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
- Aug 2025 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Daniel
(800) 999-2000Firm headquarters in New York, NY. Ask for Daniel. 10 S Dearborn St Floor 19Chicago, IL 60603Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Daniel
How do I contact Daniel?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Daniel Egan. Daniel works from the Chicago, IL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Daniel 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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