Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Jude Scallan is a financial advisor with over 20 years of experience in the industry. John is currently registered with Impact Partnership Wealth, LLC, and holds both Series 6 and Series 63 licenses. John has a long history of working with clients, including high-net-worth individuals and corporations. John provides financial planning and portfolio management services. John is also a Managing Member of Cypress Financial Group, where John sells non-regulated insurance products.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
LA
10/16/2024 - Present
Impact Partnership Wealth, LLC (Metairie LA)
LA
07/18/2018 - 04/01/2022
SECURITIES AMERICA, INC. (COVINGTON LA)
LA
03/25/2017 - 08/01/2018
MML INVESTORS SERVICES, LLC (New Orleans LA)
LA
09/26/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (METAIRIE LA)
AL
05/21/2004 - 12/31/2004
PROEQUITIES, INC. (BIRMINGHAM AL)
CA
09/25/1992 - 02/06/1998
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
IA
Issued 07/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Scallan is the right advisor for you? Invested Better is here to help.
