J. Eggers & Associates (JEA) is tasked with locating and delivering the best institutionally managed securities-based credit line programs it can find for its clients. It is paid only if it succeeds in its task. It acts as a client advocate in working with selected licensed and regulated lending firms with which it has arranged custom credit line services.
JEA focues only on a very specific type of securities-collateralized financing program in which all accounts and securities remain in the client-owner's account and title at the SIPC-member lending firm's bank/brokerage throughout the financing process. JEA loans are wholly management through licensed, top-tier SIPC and FIDC member financial institutions only. We do not work with private placement firms in any capacity.
J. Eggers & Associates is not a signatory to any loan contract but offers credit line and loan location, information, and support services only and aims to customize those services to the specific requirements of each qualified client. JEA does not manage portfolios, has no contact with client assets, and has no fiduciary interest in the management or outcome of any securities used in any of the financing programs JEA facilitates. JEA therefore does not and will not offer any form of securities buy-sell advice.
Securities are not sold to fund any loans in any of the credit line programs offered by J. Eggers & Associates. All financing is handled by and through licensed and regulated financial firms, which bear full responsibility for execution of the terms of those institution's lending contracts. JEA's role is to assist the client in obtaining the right lending facility for their specific requirements.
Tax treatment of loan or credit line proceeds is the sole responsibility of the borrower client and JEA cannot and will not provide any tax advice at any time. Please consult with a licensed tax advisor and/or the IRS website (www.IRS.gov) for specific and proper treatment of all loan or credit line proceeds. JEA does not offer any form of nonrecourse securities loan of any kind, and does not permit any form of nonrecourse securities loan or financing to be offered or discussed by or through its facilities.
JEA further does not and will not support any form of loan where the shares are transferred out of the owner's control and account or sold in any manner unless such sale or trading is carried out or ordered by the client him/herself. All accounts used in any funding through the JEA website or personnel are in titled solely to the securities owner. Title therefore does not transfer and no shares are sold through any JEA programs to fund any loan offered herein.
Credit line funds may not be used for any illegal purpose nor for the purchase of marginable securities per US FRB regulation. JEA is not a mortgage broker and does not broker mortgages of any kind. In proceeding to access this website you are agreeing in full that JEA does not hold itself out as either a lender, tax advisor, financial advisor, or financial planner in any manner. Please consult with a licensed provider of these services if required.
JEA is not affiliated with the SIPC or any of its subsidiaries.
For information on contract affiliation with JEA so as to offer JEA programs to your clients, please click here.
Proceeding with this site presumes you have read, understand and accept the above statements.
If you do not understand any of this Disclaimer, please feel free to inquire at 239.878.7873
Please do not proceed with this site or with any loan inquiries if you do not understand, accept and agree in full with this Disclaimer.
