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JM

John A. Mccallum

JAM CAPITAL PARTNERS
SAINT SIMONS ISLAND, GA 31522
Some features on this profile are disabled
CRD#: 5300369
JM

Professional summary


John Arthur Mccallum, who also goes by John A Mccallum, is a registered financial advisor currently at JAM CAPITAL PARTNERS located in Saint Simons Island, Georgia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. John has worked at 2 firms and has passed the Series 66, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John A Mccallum

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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Arthur Mccallum'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®
None

Experience


Current

March 22, 2012 - Present

JAM CAPITAL PARTNERS

Office #1: 16 Boardwalk Plaza, Saint Simons Island, GA 31522
RIA
CRD#: 161949
SAINT SIMONS ISLAND, GA
Past

April 6, 2007 - March 4, 2010

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

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
Georgia
(3/22/2012)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/23/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 10/16/2007
National Commodity Futures Examination
General Industry/Product Exam

Current Firm


JC
JAM CAPITAL PARTNERS
JAM CAPITAL PARTNERS | JAM CAPITAL PARTNERS MANAGEMENT, LLC

CRD#: 161949 / SEC#:

Georgia
Registered Investment Advisory firm - (3/7/2012 Approved)
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Contact information


Main Address
1731 Demere Road, Saint Simons Island, GA 31522
Mailing Address
Phone number
(912) 996-3007
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts16
AUM (Assets Under Management)$ 57,079,575

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
09/30/2025
Cover Page
09/11/2024
10/16/2023
10/28/2022

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


JAM CAPITAL PARTNERS

CRD#: 161949Saint Simons Island, GA 31522

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