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Chief Executive Officer/founding Partner · Americana Partners, LLC

Jason L. Fertitta

CRD 4460865 · Named on Form ADV at one SEC-registered adviser

At a glance

Americana Partners, LLC, an SEC-registered wealth manager based in Houston, TX with $9.1 billion in regulatory assets, lists Jason L. Fertitta on its Form ADV as Chief Executive Officer/founding Partner, a control person.

Firms and roles

  • Americana Partners, LLCChief Executive Officer/founding PartnerWealth manager · Houston, TX · $9.1B in regulatory assets

AtlasMembers

Jason’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.