JG
JG

John Gallman

21 Years of Experience
Nashville, TN
1 DisclosureBroker

John Gallman is a registered investment advisor at &partners, based in Nashville, TN, with 21 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
459 advisors
Number of Clients
32,200 clients
Average Client Portfolio
$439K average
Assets Under Management
$14.1B

Fee Structure

&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.

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Location

40 Burton Hills Blvd., Suite 350, Nashville, TN, 37215

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History

Regulatory History (1)
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Customer Dispute
October 2017
Withdrawn
Other Business Activities

John is the President/CEO of G-Force Capital Holdings LLC, a land holding company for recreational timber land since 2010. He also owns an LLC that holds land for liability purposes since 2014, and is the Managing Partner of Perfect Peace Isaiah LLC, which owns beach house and mountain properties since 2023; each of these activities requires minimal time.

Employment History
Current Registrations
&partners
April 2024 - Present · 2 yrs 1 mo
&partnersBroker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Edward Jones
February 2007 - April 2024 · 17 yrs 2 mos
Edward JonesBroker
February 2005 - April 2024 · 19 yrs 2 mos
State Registrations17 states
AKALAZCAFLGAMAMDMONCNYOHPASCTNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.