Raymond James & Associates
47yrs
Top advisor by experience in Beachwood
47yrs
John Egan is a fiduciary financial advisor in Beachwood, Ohio, with 47 years in the industry. John joined Raymond James & Associates in 2026, after 18 years at UBS Financial Services. Raymond James & Associates offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 313 advisors with offices in Beachwood, and one of 235 fiduciaries.
At a glance
Experience47 years (since 1979)
How that compares ?Top 1% by experience in Ohio
Office3300 Enterprise Parkway Suite 200, Beachwood, OH 44122
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?2 states
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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 2026 – nowRaymond James & Associates, Inc.Current firm
- 2008 – 2026UBS Financial Services Inc.Previously
Contact John
(727) 567-1000Firm headquarters in St. Petersburg, FL. Ask for John. 3300 Enterprise Parkway Suite 200Beachwood, OH 44122Office · Get directions Firm websiteHTTPS://WWW.ALEXBROWN.COM
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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 Raymond James & Associates at (727) 567-1000 and ask for John Egan. John works from the Beachwood, OH office.
How long has John been a financial advisor?
John has been in the industry since 1979, about 47 years. Top 1% by experience in Ohio.
What licenses does John hold?
Series 63, Series 65. 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?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. 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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