Jake
Walton
Syntal Capital Partners, LLC
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About this Advisor
Jake Walton is a financial advisor operating out of Midland, Texas who has 2 years of relevant experience. Walton is currently employed by Syntal Capital Partners, LLC. Their career trajectory has included roles at Title Arbitrage Group, Aggieland Bookstore, Texas A&M University, Circle C Hoa, Buppy'S Catering, Leighton Law Firm, James Bowie High School, Freddy'S Frozen Custard, Axa Advisors, LLC, Department Of Recreation Sports, Textbook Solutions, Tamu Public Policy Research Center, D'Vine Cuisine and Syntal Capital Partners, LLC. Walton maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Syntal Capital Partners, LLC is a registered investment business based out of Midland, TX. It has $442 million in assets across its 706 accounts, making it one of the bigger firms in the nation by assets under management. Of its 706 client accounts, 62% are associated with high-net-worth investors who have greater than $1 million in assets. The firm provides a diverse set of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees for financial management usually are based on the type of financial services. However, fee types billed by Syntal Capital Partners, LLC likely include any combination of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Syntal Capital Partners, LLC Brokerage Details
$441,559,199
10
706
$625,438
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Jake Walton Work History
Jake has been registered as a financial advisor for 2 years.*
Syntal Capital Partners, LLC
Axa Advisors, LLC
Title Arbitrage Group
Aggieland Bookstore
Department Of Recreation Sports
Tamu Public Policy Research Center
D'Vine Cuisine
Circle C Hoa
Buppy'S Catering
Leighton Law Firm
Textbook Solutions
Texas A&M University
Freddy'S Frozen Custard
James Bowie High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jake Walton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Syntal Capital Partners, LLC
Midland, TX
Midland, TX
Midland, TX
Midland, TX
Midland, TX
Midland, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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