Jordan Christopher Scallan

Employer firm

Impact Partnership Wealth, LLC CRD 313928

$2.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2019 → 03/2022
  Securities America, Inc.
  Covington, LA
• 06/2018 → Present
  Cypress Financial Group
  Metairie, LA
• 08/2012 → 05/2018
  Louisiana State University
  Baton Rouge, LA
• 09/2020 → 10/2024
  Beam Wealth Advisors
  Covington, LA
• 03/2022 → 10/2024
  Purshe Kaplan Sterling Investment
  Albany, NY
• 10/2024 → Present
  Impact Partnership Wealth, Llc
  Marietta, GA

Previous Registrations

• 2021-04-06 → 2024-10-08
  Beam Wealth Advisors, Inc.
  Covington, LA
  Metairie, LA

Other Businesses

1) Cypress Financial Group; Yes Investment Related; 3421 N Causeway Blvd Ste 400 Metairie, LA 70002; Life Insurance; Insurance Agent; 6/2018; 15hrs/Mo; 15hrs/Mo during securities trading hours; Selling life insurance and other insurance based products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-05
• S63 Uniform Securities Agent State Law Examination
  2020-09-20

Other Names

• Jordan C Scallan