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JW

Jake C. Walton

AMERICANA PARTNERS
Midland, TX 79705
Some features on this profile are disabled
CRD#: 7070648
JW

Professional summary

Jake Carter Walton, who also goes by Jake Walton, is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in Midland, Texas.

Jake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jake has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jake Walton

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jake Carter Walton'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®
None

Experience

Current

January 26, 2024 - Present

AMERICANA PARTNERS, LLC

Office #1: 6 Destra Drive Suite 5950, Midland, TX 79705
RIA
CRD#: 301354
Midland, TX
Past

March 20, 2021 - February 26, 2024

SYNTAL CAPITAL PARTNERS, LLC

RIA
CRD#: 161954
MIDLAND, TX
Past

March 16, 2019 - March 25, 2019

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
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".
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.

Highlighted states indicate IAR registrations

IAR
Texas
(1/26/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/20/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/13/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/16/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/26/2019
Securities Industry Essentials Examination

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)
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts5,931
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.

Company Information

AMERICANA PARTNERS, LLC

CRD#: 301354Midland, TX 79705

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