Jordan
Scallan

Beam Wealth Advisors, Inc

CRD#7201414
Investment Advisor
in Metairie, LA

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About this Advisor

Jordan Scallan is a financial advisor operating out of Metairie, Louisiana with a total of 2 years of relevant experience. Scallan works at Beam Wealth Advisors, Inc. Over the course of their career, they have held roles at Securities America, Inc, Self, Louisiana State University, Beam Wealth Advisors and Purshe Kaplan Sterling Investment. Scallan maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Louisiana. Beam Wealth Advisors, Inc is a registered investment company based in Covington, LA. The company has offices in 14 locations and a total of 18 employees. It manages $499 million in total assets among its 2,608 accounts, making it one of the bigger firms in the country by assets under management. Of its 2,608 accounts, just 10% belong to high-net-worth individuals who have at least $1 million in assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services, educational seminars and other services. Fees for financial management depend on the services provided. However, fees billed by Beam Wealth Advisors, Inc likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3421 N. Causeway Blvd. Ste. 400
Metairie, LA 70002

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Beam Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$499,240,343

LA Average: $486,181,852
Total Number of Employees

18

LA Average: 13
Total Number of Accounts

2,608

LA Average: 722
Average Account Size

$191,427

LA Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops
  • Other

Jordan Scallan Work History

Jordan has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Purshe Kaplan Sterling Investment

2020 - Present (4 years)

Beam Wealth Advisors

2018 - Present (6 years)

Self

2019 - 2022 (3 years)

Securities America, Inc

2012 - 2018 (6 years)

Louisiana State University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jordan Scallan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Beam Wealth Advisors, Inc

Steven Gregory
Murfreesboro, TN
Jordan Scallan
Metairie, LA
Bryant Swann
Tullahoma, TN
Garrett Leroux
Covington, LA
Jeffrey Cone
Columbus, OH
Jason Spears
Columbus, MS
Lee Cosgrove
Covington, LA
Amy Betts
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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