Jake Walton is a registered investment advisor at Americana Partners, LLC, based in Midland, TX, with 5 years of industry experience. Jake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,818 clients with $9.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fees vary up to 2.00% depending on portfolio size, composition, and services rendered. Fees are negotiable.
Fee Estimator
Location
6 Destra Drive, Suite 5950, Midland, TX, 79705
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jake manages a rental property, dedicating a few hours per week to managing cash flow, coordinating with contractors, and communicating with tenants. He is also a limited partner in a passive real estate fund, with no ongoing duties.
Employment History
Current Registrations
Americana Partners, LLC
Previous Registrations
Syntal Capital Partners, LLC
AXA Advisors, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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