Jake Carter Walton

Employer firm

Americana Partners, LLC CRD 301354

$9.10B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 07/2018
  Title Arbitrage Group
  College Station, TX
• 02/2018 → 06/2018
  Aggieland Bookstore
  College Station, TX
• 08/2014 → 12/2018
  Texas A&M University
  College Station, TX
• 05/2017 → 08/2017
  Circle C Hoa
  Austin, TX
• 06/2016 → 02/2017
  Buppy'S Catering
  Bryan, TX
• 08/2018 → 03/2019
  Unemployed
  Austin, TX
• 03/2019 → 05/2019
  Axa Advisors, Llc
  Austin, TX
• 02/2018 → 04/2018
  Department Of Recreation Sports
  College Station, TX
• 06/2018 → 08/2018
  Tamu Public Policy Research Center
  College Station, TX
• 06/2018 → 08/2018
  D'VIne Cuisine
  College Station, TX
• 05/2019 → 01/2024
  Syntal Capital Partners, Llc
  Midland, TX
• 01/2024 → Present
  Americana Partners, Llc
  Midland, TX

Previous Registrations

• 2021-03-20 → 2024-02-26
  Syntal Capital Partners, Llc
  Midland, TX

Other Businesses

(1) Aug 2023 Sole-Proprietorship ; Rental Property; Property Manager/Building Owner; 10 hours per month; 0 hours during trading hours; Managing cashflow, coordinating with contractors, communicating with tenants. (2) Feb 2022 Venture, LLC; Limited Partner; Passive Real Estate Fund; 0 hours per month; 0 hours during trading hours; No ongoing duties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-20
• S63 Uniform Securities Agent State Law Examination
  2018-11-13

Other Names

• Jake Walton