JS
John J. Scallan
IMPACT PARTNERSHIP WEALTH
Metairie, LA 70002
CRD#: 2226313
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JS
John Jude ScallanIMPACT PARTNERSHIP WEALTH
Professional summary
John Jude Scallan, who also goes by John Jude Scallian, is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in Metairie, Louisiana.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. John has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Jude Scallian
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.
CRS (Client Relationship Summary) - RIA
Click below to view John Jude Scallan's 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®
NoneExperience
Current
October 16, 2024 - Present
IMPACT PARTNERSHIP WEALTH, LLC
Office #1: 3421 N Causeway Blvd Ste 400, Metairie, LA 70002Office #2: 2315 Florida St Bldg 200, Ste 288, Mandeville, LA 70448RIA
CRD#: 313928
Metairie, LA
Past
April 1, 2022 - October 8, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Metairie, LA
Past
July 19, 2018 - October 8, 2024
BEAM WEALTH ADVISORS, INC.
RIA
CRD#: 109867
Metairie, LA
Past
July 18, 2018 - July 19, 2018
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
NEW ORLEANS, LA
Past
July 18, 2018 - April 1, 2022
SECURITIES AMERICA, INC.
BD
CRD#: 10205
COVINGTON, LA
Past
March 25, 2017 - August 1, 2018
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
New Orleans, LA
Past
March 25, 2017 - August 1, 2018
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
New Orleans, LA
Past
November 20, 2007 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
METAIRIE, LA
Past
September 26, 2007 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
METAIRIE, LA
Past
May 21, 2004 - December 31, 2004
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
BIRMINGHAM, AL
Past
September 25, 1992 - February 6, 1998
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
LOS ANGELES, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IP
IMPACT PARTNERSHIP WEALTH, LLC
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS
CRD#: 313928 / SEC#: 801-121239
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Louisiana(10/23/2024)
IAR
Texas(10/16/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
IP
IMPACT PARTNERSHIP WEALTH, LLC
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS
CRD#: 313928 / SEC#: 801-121239
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)Loading...
Contact information
Main Address
1688 White Circle Nw, Marietta, GA 30066
Mailing Address
Phone number
(800) 380-5040
Established
Firm type
Fiscal year end
# of Employees
78
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,237 |
| AUM (Assets Under Management) | $ 1,682,147,707 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
IMPACT PARTNERSHIP WEALTH, LLC
CRD#: 313928Metairie, LA 70002TRUST BUT VERIFY
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