James Allen Crow

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

• 01/2006 → Present
  Wealth Planners Advisory Group
  Baton Rouge, LA
• 12/2002 → Present
  Independent Insurance Agent
  Baton Rouge, LA
• 10/2022 → 08/2024
  Redwood Private Wealth Llc
  Phoenix, AZ
• 08/2024 → Present
  Impact Partnership Wealth, Llc
  Marietta, GA

Previous Registrations

• 2022-10-06 → 2024-09-04
  Redwood Private Wealth
  Phoenix, AZ
  Baton Rouge, LA
• 2006-10-30 → 2022-12-31
  Wealth Planners Advisory Group
  Oregon, WI
  Baton Rouge, LA
  Sun Prairie, WI
  Baton Rouge, LA
  Georgetown, TX

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-23
• S63 Uniform Securities Agent State Law Examination
  1993-01-11