Javier I. Altimari

AMERICANA PARTNERS

Houston, TX 77002

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CRD#: 5996292

Professional summary

Javier Ignacio Altimari, CFP®, CIMA®, who also goes by Javier I Ajjam, Javier Ignacio Ajjam, Javier I Ajjam Altimari, is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in Houston, Texas and SAXONY SECURITIES, INC. located in Houston, Texas.

Javier is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Javier has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Javier I Ajjam | Javier Ignacio Ajjam | Javier I Ajjam Altimari

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 9/2024 Saxony Securities, Inc.; Broker Dealer; Registered Representative; Investment Related; Houston TX; 40 Hours/Month; 2 Hours During trading hours; Private Wealth Advisor providing Wealth Management Services 2. 8/2024 Americana Partners, LLC DBA Americana Partners International; Investment Advisory Firm; Founder and Managing Partner/Investment Adviser Representative; Investment Related; Houston TX; 120 Hours/Month; 6 Hours During trading hours; Private Wealth Advisor providing Wealth Management Services. 3. 6/2015 Altimari & Co. LLC; Personal Holding Company; Owner/Director; Investment Related; Devote 1 Hour/Month; 0 hours during trading hours; holding personal direct investments in Venture Capital or Private Equity

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Javier Ignacio Altimari's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

CIMA^®

Certified Investment Management Analyst

Experience

Current

August 23, 2024 - Present

AMERICANA PARTNERS, LLC

Office #1: 811 Louisiana Street Suite 2420, Houston, TX 77002

RIA

CRD#: 301354

Houston, TX

Current

August 26, 2024 - Present

SAXONY SECURITIES, INC.

Office #1: 811 Louisianna St Suite 2420, Houston, TX 77002

CRD#: 115547

Houston, TX

Past

December 14, 2018 - August 30, 2024

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

TERRELL HILLS, TX

Past

December 14, 2018 - August 30, 2024

OPPENHEIMER & CO. INC.

CRD#: 249

CAMBRIDGE, MA

Past

April 11, 2013 - January 9, 2019

GFS ADVISORS LLC

RIA

CRD#: 143110

HOUSTON, TX

Past

April 11, 2013 - January 9, 2019

GLOBAL FINANCIAL SERVICES, L.L.C.

CRD#: 35699

HOUSTON, TX

Past

March 7, 2012 - April 8, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

AUSTIN, TX

Past

January 31, 2012 - April 8, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERICANA PARTNERS, LLC

AMERICANA PARTNERS INTERNATIONAL, LLC | NRG ADVISORS, LLC | AMERICANA PARTNERS, LLC

CRD#: 301354 / SEC#: 801-115018

RIA

Registered Investment Advisory firm - (4/17/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Delaware
(8/26/2024)

Florida
(8/26/2024)

New York
(12/20/2024)

South Dakota
(8/26/2024)

IAR

Texas
(8/23/2024)

Texas
(8/26/2024)

Wyoming
(8/26/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/5/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/30/2012

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

AMERICANA PARTNERS, LLC

AMERICANA PARTNERS INTERNATIONAL, LLC | NRG ADVISORS, LLC | AMERICANA PARTNERS, LLC

CRD#: 301354 / SEC#: 801-115018

RIA

Registered Investment Advisory firm - (4/17/2019 Approved)

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Contact information

Main Address

811 Louisiana Street Suite 2420, Houston, TX 77002

Mailing Address

Phone number

(713) 429-5552

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR AMERICANA PARTNERS, LLC (6/18/2025)

Regulatory assets under management

Total Number of Accounts	5,931
AUM (Assets Under Management)	$ 6,082,612,320

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Javier I. Altimari

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Javier Ignacio Altimari's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAXONY SECURITIES, INC.

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

GFS ADVISORS LLC

GLOBAL FINANCIAL SERVICES, L.L.C.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

AMERICANA PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/5/2012

SIE

Date: 10/1/2018

Series 7

Date: 1/30/2012

FINRA

Current Firm

AMERICANA PARTNERS, LLC

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERICANA PARTNERS, LLC

TRUST BUT VERIFY

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