Jordan Christopher Scallan
Investment adviser representative at Impact Partnership Wealth, LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Impact Partnership Wealth, LLCOct 2024 to now
- Cypress Financial GroupJun 2018 to now
- Purshe Kaplan Sterling InvestmentMar 2022 to Oct 2024
- Beam Wealth AdvisorsSep 2020 to Oct 2024
- Securities America, Inc.Dec 2019 to Mar 2022
- Louisiana State UniversityAug 2012 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 7201414
- Firm CRD
- 313928