JG
John W. Gutkowski
AMERICANA PARTNERS
Houston, TX 77002
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CRD#: 6876101
JG
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Will Gutkowski
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) 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
CRS (Client Relationship Summary) - RIA
Click below to view John William Gutkowski's 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®
NoneExperience
Current
May 2, 2025 - Present
AMERICANA PARTNERS, LLC
Office #1: 811 Louisiana Street Suite 2420, Houston, TX 77002RIA
CRD#: 301354
Houston, TX
Current
July 22, 2025 - Present
SAXONY SECURITIES, INC.
Office #1: 811 Louisianna St Suite 2420, Houston, TX 77002BD
CRD#: 115547
Houston, TX
Past
January 26, 2018 - May 19, 2025
MORGAN STANLEY
RIA
CRD#: 149777
Houston, TX
Past
January 2, 2018 - May 19, 2025
MORGAN STANLEY
BD
CRD#: 149777
Houston, 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".
AP
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.RR
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
IAR
Texas(5/2/2025)
RR
Texas(7/22/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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 - (4/17/2019 Approved)Upgrade to AdvisorCheck Premium
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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
50
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,931 |
| AUM (Assets Under Management) | $ 6,082,612,320 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AMERICANA PARTNERS, LLC
CRD#: 301354Houston, TX 77002TRUST BUT VERIFY
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