JC
James A. Crow
IMPACT PARTNERSHIP WEALTH
Baton Rogue, LA 70809
Some features on this profile are disabled
CRD#: 2302695
JC
Professional summary
James Allen Crow is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in Baton Rogue, Louisiana.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. James has worked at 7 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) JAMES CROW, INSURANCE AGENT; YES INVESTMENT RELATED; 10124 JEFFERSON HIGHWAY, BATON ROUGE, LA 70809; HEALTH, LIFE AND FIXED INSURANCE; AGENT; 12/2002; 80HRS/MO; 80HRS/MO DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view James Allen Crow'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
September 13, 2024 - Present
IMPACT PARTNERSHIP WEALTH, LLC
Office #1: 10124 Jefferson Highway, Baton Rogue, LA 70809RIA
CRD#: 313928
Baton Rogue, LA
Past
October 6, 2022 - September 4, 2024
REDWOOD PRIVATE WEALTH
RIA
CRD#: 312942
BATON ROUGE, LA
Past
October 30, 2006 - December 31, 2022
WEALTH PLANNERS ADVISORY GROUP
RIA
CRD#: 141255
BATON ROUGE, LA
Past
July 28, 1994 - December 31, 1995
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Past
July 23, 1993 - August 19, 1994
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Past
January 14, 1993 - May 4, 1993
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
January 14, 1993 - May 4, 1993
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
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(9/13/2024)
IAR
Texas(11/7/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
IMPACT PARTNERSHIP WEALTH, LLC
CRD#: 313928Baton Rogue, LA 70809TRUST BUT VERIFY
Monitor James Crow
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
