Best Investors Account Sign in

Sara Keane Egan

Morgan Stanley

Philadelphia, PA

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-11-30
TX RA APPROVED_RES 2023-11-30
  • PA RA
    APPROVED
    Since 2023-11-30
  • TX RA
    APPROVED_RES
    Since 2023-11-30

Branch Locations

1650 Market Street 42Nd Floor, Philadelphia, PA 19103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Philadelphia PA 05/2013 07/2018
Jpmorgan Chase Bank, N.A. Philadelphia PA 08/2018 11/2023
Jpmorgan Securities, Llc. Philadelphia PA 08/2018 11/2023
Morgan Stanley Philadelphia PA 11/2023 Present
  • 05/2013 → 07/2018
    Morgan Stanley
    Philadelphia, PA
  • 08/2018 → 11/2023
    Jpmorgan Chase Bank, N.A.
    Philadelphia, PA
  • 08/2018 → 11/2023
    Jpmorgan Securities, Llc.
    Philadelphia, PA
  • 11/2023 → Present
    Morgan Stanley
    Philadelphia, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-04
  • S66 Uniform Combined State Law Examination
    2013-11-04
Other Names
  • Sara Jane Keane
  • Sara K Egan

View on SEC IAPD

Other Firms

GLENMEDE INVESTMENT MANAGEMENT, LP
CLARK CAPITAL MANAGEMENT GROUP INC
GLOBAL ADVISERS, LLC
BIOPHY CAPITAL MANAGEMENT LLC
VERITABLE FINANCIALS LLC
CHARLES SCHWAB & CO., INC.
J.P. MORGAN SECURITIES LLC
EAB INVESTMENT GROUP, LLC

Other Investors

JASON DOUGLAS PRIDE
SEAN EDWARD HERON
MICHAEL CRAVENS CROW
Adam Mark Conish
VICTOR TRAN
Eric Jason Richman
Mark Fleming
Christopher J Nixon

Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA
EAB INVESTMENT GROUP, LLC · Philadelphia, PA

More in Philadelphia, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor