About Sara

Sara Egan is an Investment Associate with J.P. Morgan Wealth Management. As a member of the Schickling Group, she provides client service and operational support for sophisticated high-net-worth individuals and their families. Sara's responsibilities include onboarding procedures, executing trades, addressing inquiries and preparing financial reports. She has a reputation for managing day-to-day activities in a steady and experienced manner.

Sara graduated from Siena College with a B.S. degree in Finance. With 15 years of experience in financial services, she began her career in 2004 at Douglas & Co. Municipals, Inc. as a trader's assistant and then moved to Citigroup, Smith Barney, and Morgan Stanley where she developed skills to carefully address individual clients' needs. Sara joined J.P. Morgan in 2018, and is proud to deliver outstanding service. She holds FINRA Series 7 and 66 licenses.

Sara resides in the Point Breeze neighborhood of Philadelphia with her husband Patrick and enjoys running and playing tennis in her free time.

Insights

Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing

Consumers are still spending, but what they’re buying is changing

May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(215) 864-5855sara.k.egan@jpmorgan.com