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Jordan Christopher Scallan

Impact Partnership Wealth, LLC

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About Jordan Christopher Scallan

Jordan Christopher Scallan is an investment advisor representative with Impact Partnership Wealth, LLC. Jordan has been active in the financial services industry for over four years and holds Series 63, 65 and SIE licenses. Jordan has experience working with individuals, corporations and high-net-worth individuals and offers financial planning, educational seminars, and selection of other advisers.

Firm Information

Jordan Scallan is currently registered with Impact Partnership Wealth, LLC. Impact Partnership Wealth, LLC is a financial advisory firm headquartered in Marietta, Georgia. The firm offers financial planning, portfolio management for individuals and investment companies, and educational seminars. Impact Partnership Wealth manages approximately $751.6 million in assets for 7,527 clients.
Impact Partnership Wealth, LLC

1688 WHITE CIRCLE NW

MARIETTA, GA 30066

$751.62M

Assets Under Management

Not reported

Total Clients

58

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jordan Scallan’s Registration & Firm History

GA

10/23/2024 - Present

Impact Partnership Wealth, LLC (MARIETTA GA)

LA

09/01/2020 - 04/01/2022

SECURITIES AMERICA, INC. (COVINGTON LA)

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Licenses & Designations

IA

Issued 04/05/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/20/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/18/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jordan Christopher Scallan. Review regulatory record here.
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