John Jude Scallan
Investment adviser representative at Impact Partnership Wealth, LLC
19 yearsExperience
2 statesRegistered in
$3BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Impact Partnership Wealth, LLCOct 2024 to now
- Cypress Financial GroupJan 2007 to now
- Purshe Kaplan Sterling InvestmentsApr 2022 to Oct 2024
- Beam Wealth Advisors, LLCJul 2018 to Oct 2024
- Securities America, Inc.Jul 2018 to Apr 2022
- Securites America AdvisorsJul 2018 to Jul 2018
- MML Investors Services, LLCMar 2017 to Jul 2018
- Procom, LLCApr 2014 to Aug 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Impact Partnership Wealth, LLC
$3BAssets managed
8,017Clients
91Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2226313
- Firm CRD
- 313928