Jordan Scallan
Jordan Scallan is a registered investment advisor at Impact Partnership Wealth, LLC, based in Metairie, LA, with 5 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,181 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IPW charges a percentage of your portfolio annually for investment management. The exact percentage can vary depending on the advisor you work with, up to a maximum of 1.65%. The fee includes IPW's compensation and sometimes a portion for the model portfolio manager. Cash in a model portfolio is included in the billing, but non-modelized cash is not billed for investment advisory fees.
Location
3421 N Causeway Blvd, Ste 400, Metairie, LA, 70002
Get directionsHistory
Regulatory History (1)
Criminal
January 2014Other Business ActivitiesSells Insurance
Jordan works as an insurance agent at Cypress Financial Group since 2018, selling life insurance and other insurance-based products. This takes about 10-20% of his time.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Beam Wealth Advisors, INC.
Securities America, INC.Broker
State Registrations1 state
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.