James Drury Greaves Egan

Employer firm

Janney Montgomery Scott LLC CRD 463

$110B regulatory AUM 1,031 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2022 → 10/2022
  The Vanguard Group, Inc.
  Malvern, PA
• 10/2021 → 03/2022
  Abacs Llc
  Haverford, PA
• 08/2017 → 12/2018
  Lafayette College
  Easton, PA
• 06/2021 → 08/2021
  Unemployed
  Bryn Mawr, PA
• 08/2016 → 05/2017
  Gettysburg College
  Gettysburg, PA
• 09/2011 → 06/2016
  The Haverford School
  Haverford, PA
• 06/2017 → 08/2017
  Montchanin Asset Management
  Montchanin, DE
• 01/2019 → 05/2019
  Syracuse
  London
• 08/2019 → 09/2020
  Lafayette College
  Easton, PA
• 09/2020 → 11/2020
  Unemployed
  Denver, CO
• 11/2020 → 05/2021
  Lafayette College
  Easton, PA
• 10/2022 → 06/2024
  Janney Montgomery Scott Llc
  Philadelphia, PA
• 06/2024 → Present
  Janney Montgomery Scott Llc
  Philadelphia, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-01
• S63 Uniform Securities Agent State Law Examination
  2022-06-21

Other Names

• James Drury Egan Iv
• Jd Egan
• James D Egan
• James Egan