Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Walton is a financial advisor with Americana Partners, LLC, a firm registered with the SEC. Jake is a registered Investment Advisor Representative in Texas and holds the Series 63, Series 65, Series 7TO and SIE licenses. Jake has been in the financial services industry for over 5 years and has experience working with individuals, high-net-worth individuals, corporations, businesses, charitable organizations, pension plans, and pooled investment vehicles. Jake's background is in real estate and his previous employment includes working with AXA Advisors, LLC. Americana Partners, LLC specializes in providing financial planning, portfolio management, and selection of other advisors to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
01/26/2024 - Present
Americana Partners, LLC (Midland TX)
TX
03/16/2019 - 03/25/2019
AXA ADVISORS, LLC (AUSTIN TX)
IA
Issued 03/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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