Unclaimed Profile

Jason Lawrence Fertitta

AMERICANA PARTNERS, LLC·HOUSTON, Texas

SIE, Series 7, Series 31, Series 66, Series 99TOClean record22 years registeredAMERICANA PARTNERS, LLC

811 LOUISIANA STREET, HOUSTON, TX 77002CRD# 4460865Firm CRD# 301354

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Lawrence Fertitta · HOUSTON, TX

Registration

CRD #4460865 · AMERICANA PARTNERS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

AMERICANA PARTNERS, LLC

Apr 2019 – present

MORGAN STANLEY

Jun 2009 – May 2019

HOUSTON, TX

MORGAN STANLEY & CO. INCORPORATED

Jul 2008 – Jun 2009

HOUSTON, TX

LEHMAN BROTHERS INC.

May 2004 – Jul 2008

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Series 99TO

Registration record

First registered · May 10, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMERICANA PARTNERS, LLC

CRD 301354 · SEC 801-115018

AUM

$4.9B

Regulatory assets under management

Employees

5,825 client accounts

Services offered by AMERICANA PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at AMERICANA PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Lawrence Fertitta offer?

Jason Lawrence Fertitta specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Jason Lawrence Fertitta's credentials?

Jason Lawrence Fertitta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Lawrence Fertitta located?

Jason Lawrence Fertitta is based in HOUSTON, Texas, working with AMERICANA PARTNERS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Jason Lawrence Fertitta charge for services?

Jason Lawrence Fertitta's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMERICANA PARTNERS, LLC?

AMERICANA PARTNERS, LLC has approximately 45 employees and manages $4.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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