Jason L. Fertitta

AMERICANA PARTNERS

Houston, TX 77002

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CRD#: 4460865

Professional summary

Jason Lawrence Fertitta, who also goes by Jason L Fertitta, Jason Lawrence Fertitta, Jason Fertitta, is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in Houston, Texas.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jason has worked at 5 firms and has passed the Series 66, Series 99TO, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason L Fertitta | Jason Lawrence Fertitta | Jason Fertitta

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.

1) Truth BBQ Holdings. Not Investment Related. 110 S Heights Blvd, Houston TX 77007. Restaurant. Board Member. Start 1/2017. 4 hours per month, 1 during trading. Strategy & Marketing. 2) Excel Mulching & Trenching. Not Investment Related. 2228 SE Loop, Carthage TX 75633. Construction. Board Member. Start 7/2015. 3 hours per month, 1 during trading. Help with business strategy & marketing. 3) Houston Museum of Natural Science. Not Investment Related. 5555 Hermann Park Drive, Houston TX 77030. Museum. Board Member. Start 8/2009. 1 hour per month, not during trading. Board Member.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Lawrence Fertitta'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

April 26, 2019 - Present

AMERICANA PARTNERS, LLC

Office #1: 811 Louisiana Street Suite 2420, Houston, TX 77002

RIA

CRD#: 301354

Houston, TX

Past

April 26, 2019 - June 27, 2023

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Houston, TX

Past

June 1, 2009 - May 8, 2019

MORGAN STANLEY

RIA

CRD#: 149777

HOUSTON, TX

Past

June 1, 2009 - May 8, 2019

MORGAN STANLEY

CRD#: 149777

HOUSTON, TX

Past

July 11, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

HOUSTON, TX

Past

July 11, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

HOUSTON, TX

Past

May 10, 2004 - July 25, 2008

LEHMAN BROTHERS INC.

RIA

CRD#: 7506

HOUSTON, TX

Past

November 2, 2001 - July 25, 2008

LEHMAN BROTHERS INC.

CRD#: 7506

HOUSTON, TX

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

Texas
(4/26/2019)

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

IAR

Series 66

Date: 11/14/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 12/8/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 11/1/2001

General Securities Representative 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

Jason L. Fertitta

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Lawrence Fertitta's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

LEHMAN BROTHERS INC.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

AMERICANA PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/14/2001

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 31

Date: 12/8/2008

Series 7

Date: 11/1/2001

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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