Jorge Suarez-velez

AMERICANA PARTNERS

New York, NY

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CRD#: 2261965

Professional summary

Jorge Suarez-velez, who also goes by Jorge Suarezvelez, is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in New York, New York.

Jorge is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Jorge has worked at 7 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jorge Suarezvelez

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

?01/2016 Reforma. Writer. Non Investment Related. Washington 629 Ote. Monterrey,NL,MX. 5 Hours/month; 0 Hours during trading hours. Write weekly newspaper column on political and economic topics. Compensated. ?01/2016 Public Speaker. Non Investment Related. NY, NY. 2 Hours/month; 0 Hours during trading hours. Speaks at conferences on political and economic topics. Compensated typically 10-15k per engagement depending on venue

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jorge Suarez-velez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 6, 2024 - Present

AMERICANA PARTNERS, LLC

RIA

CRD#: 301354

New York, NY

Past

September 29, 2021 - October 14, 2024

ALLEN INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 124454

NEW YORK, NY

Past

August 25, 2008 - October 23, 2009

PALI CAPITAL, INC.

CRD#: 117783

NEW YORK, NY

Past

December 2, 2005 - July 7, 2008

ING PRIVATE WEALTH MANAGEMENT LLC

CRD#: 136080

NEW YORK, NY

Past

January 27, 2005 - January 30, 2006

ING FINANCIAL MARKETS LLC

CRD#: 28872

NEW YORK, NY

Past

September 13, 1993 - March 9, 2000

BANORTE SECURITIES INTERNATIONAL, LTD.

CRD#: 30648

HOUSTON, TX

Past

November 16, 1992 - August 31, 1993

NOMURA SECURITIES INTERNATIONAL, INC.

CRD#: 4297

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERICANA PARTNERS, LLC

AMERICANA PARTNERS INTERNATIONAL, LLC | NRG ADVISORS, LLC | AMERICANA PARTNERS, LLC

CRD#: 301354 / SEC#: 801-115018

RIA

Registered Investment Advisory firm - (4/17/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(5/6/2024)

IAR

Texas
(5/8/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/18/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/26/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/20/2005

General Securities Principal Examination

Current Firm

AMERICANA PARTNERS, LLC

AMERICANA PARTNERS INTERNATIONAL, LLC | NRG ADVISORS, LLC | AMERICANA PARTNERS, LLC

CRD#: 301354 / SEC#: 801-115018

RIA

Registered Investment Advisory firm - (4/17/2019 Approved)

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Contact information

Main Address

811 Louisiana Street Suite 2420, Houston, TX 77002

Mailing Address

Phone number

(713) 429-5552

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR AMERICANA PARTNERS, LLC (6/18/2025)

Regulatory assets under management

Total Number of Accounts	5,931
AUM (Assets Under Management)	$ 6,082,612,320

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jorge Suarez-velez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jorge Suarez-velez's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLEN INVESTMENT MANAGEMENT, LLC

PALI CAPITAL, INC.

ING PRIVATE WEALTH MANAGEMENT LLC

ING FINANCIAL MARKETS LLC

BANORTE SECURITIES INTERNATIONAL, LTD.

NOMURA SECURITIES INTERNATIONAL, INC.

Primary Firm SEC Registration

AMERICANA PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/18/2005

Series 7

Date: 1/26/2005

Series 24

Date: 5/20/2005

Current Firm

AMERICANA PARTNERS, LLC

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERICANA PARTNERS, LLC

TRUST BUT VERIFY

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