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JE

James J. Eagan

THE LEADERS GROUP
Summit, NJ 07901
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CRD#: 1049491
JE

Professional summary


James Joseph Eagan, who also goes by James Joseph Eagan, James Josephq Eagan, is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.

James is registered as a RR (Registered Representative) and started their career in finance in 1982. James has worked at 8 firms and has passed the Series 6TO, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Joseph Eagan | James Josephq Eagan

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view James Joseph Eagan's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 6, 2020 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901
BD
CRD#: 37157
Summit, NJ
Past

February 28, 2018 - January 29, 2020

BLUEROCK CAPITAL MARKETS LLC

BD
CRD#: 136974
NEW YORK, NY
Past

June 10, 2011 - January 3, 2017

OSAIC INSTITUTIONS, INC.

BD
CRD#: 35371
MERIDEN, CT
Past

January 25, 1999 - February 16, 2001

LIBERTY LIFE DISTRIBUTORS LLC

BD
CRD#: 46074
DOVER, NH
Past

February 15, 1996 - December 31, 1996

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
SYRACUSE, NY
Past

November 14, 1991 - February 11, 1993

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

January 27, 1983 - August 7, 1986

RELIASTAR FINANCIAL MARKETING CORP.

BD
CRD#: 4234
Past

September 28, 1982 - December 31, 1989

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

September 28, 1982 - March 8, 1994

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TL
THE LEADERS GROUP, INC.
SIMPLICITY INVESTMENTS | THE LEADERS GROUP, INC. | THE LEADERS GROUP

CRD#: 37157 / SEC#: , 8-47639

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
475 Springfield Ave Suite 1, Summit, NJ 07901
Phone number
(303) 797-9080
Established
Delaware since 07/14/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.SHAREHOLDER
PETERS, ROBERT WILLIAMFINOP1704577
RILEY, ZORAH JANECHIEF COMPLIANCE OFFICER3015509
WICKERSHAM, SEAN DAVIDPRESIDENT4994630

Disclosures


Regulatory Event4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THE LEADERS GROUP, INC.

CRD#: 37157Summit, NJ 07901

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