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JG

John William Gutkowski

AMERICANA PARTNERS
HOUSTON, TX
·CRD# 6876101·8 years experience

Professional Summary

John William Gutkowski, who also goes by Will Gutkowski, is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in Houston, Texas and SAXONY SECURITIES, INC. located in Houston, Texas. John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. John has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Will Gutkowski

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

8 years in the financial services industry

Current & Past Employments

AMERICANA PARTNERS, LLC·CRD# 301354
RIA
811 Louisiana Street Suite 2420, Houston, TX 77002
May 2, 2025 - Present
SAXONY SECURITIES, INC.·CRD# 115547
BD
811 Louisianna St Suite 2420, Houston, TX 77002
July 22, 2025 - Present
MORGAN STANLEY·CRD# 149777
RIA
Houston, TX
January 26, 2018 - May 19, 2025
MORGAN STANLEY·CRD# 149777
BD
Houston, TX
January 2, 2018 - May 19, 2025

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Current Firm

AP
AMERICANA PARTNERS, LLC

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

CRD#: 301354 / SEC#: 801-115018
RIA
Registered Investment Advisory firm - SEC (4/17/2019 Approved)

Contact Information

Main Address

811 Louisiana Street Suite 2420, Houston, TX 77002

Phone Number

(713) 429-5552

# of Employees

86

SEC notice filing (31 States and Territories)

Registered to provide investment advisory services in 31 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR AMERICANA PARTNERS, LLC (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

6,991

AUM (Assets Under Management)

$9,101,689,133

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) 7/2025, Saxony Securities, Inc. ; Investment Related; Broker Dealer/ Registered Representative; 811 Louisiana St Suite 2420 Houston, TX 77002; 10 hrs/mo; 10 hours during trading hours; Assist clients with informed financial decisions/create and update detailed wealth plans. Support foundations, endowments, and corporate retirement plans through financial planning, investment benchmarking, and plan design. 2) 5/2025, Americana Partners, LLC; Investment Related; 811 Louisiana St, Suite 2420, Houston, TX 77002; RIA for Investment Advisory Services; Investment Adviser Representative; 12 hrs/mo; 160 hours per month during trading; Provides tailored financial planning and strategic guidance to individuals and institutions, including foundations, endowments, and corporate retirement plans. 3) Various Insurance Companies; Non-Investment Related; 811 Louisiana St, Suite 2420, Houston, TX 77002; Started 5/2025; Life and Fixed Insurance Sales; Producer; 10 hours per month during trading

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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".
AP
AMERICANA PARTNERS, LLC

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

CRD#: 301354 / SEC#: 801-115018
RIA
Registered Investment Advisory firm - SEC (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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
Texas
(5/2/2025)
RR
Texas
(7/22/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2018About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2017About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view John William Gutkowski's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JG
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