Thomas Jay Kowalchuk
Investment adviser representative at Americana Partners, LLC
19 yearsExperience
2 statesRegistered in
$9.1BFirm assets
7 yearsFirm in business
Are you Thomas Jay Kowalchuk? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Americana Partners, LLCJun 2025 to now
- Tjay Music, LLCJan 2007 to now
- Dynasty Financial PartnersDec 2022 to Jun 2025
- Samalin WealthJan 2013 to Jul 2022
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Americana Partners, LLC
$9.1BAssets managed
1,818Clients
53Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5074621
- Firm CRD
- 301354