JC
Joshua J. Caltrider
AMERICANA PARTNERS
Dallas, TX 75225
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CRD#: 6087643
JC
Professional summary
Joshua John Caltrider, CIMA®, who also goes by Josh Caltrider, Joshua J Caltrider, Joshua John Caltrider, is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in Dallas, Texas and SAXONY SECURITIES, INC. located in Dallas, Texas.
Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Joshua has worked at 4 firms and has passed the Series 66, Series 6TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Josh Caltrider | Joshua J Caltrider | Joshua John Caltrider
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.)Saxony Securities, Inc.; Registered Representative; Broker Dealer ; Investment Related; St Louis, MO ; Started 03/2025; 10 hours per month 1 during business hours 2.) Americana Partners, LLC; Managing Director/Founding Partner/Investment Advisor Representative; Registered Investment Advisor; Investment-Related; 8333 Douglas Ave., Suite 450, Dallas, TX 75225; Started: 04/2019; 160 hours per month total, during trading hours; investment advisor representative of RIA firm. 3.) Americana Partners Planning Strategies. Investment Related. 811 Louisiana St, Suite 2420, Houston TX 77002. Insurance. Owner/Insurance agent. Start 8/2020. 7 hours per month, less than 1 during trading hours. 4.) Fixed Insurance Business; not investment-related; 333 Douglas Ave., Suite 450, Dallas, TX 75225; fixed insurance product sales; insurance agent; Started: 04/2019; 5 hours per month, during trading hours; insurance sales of fixed insurance products. 5.) JEM Oil, LLC. Investment-Related, Located at 9414 Forestridge Drive, Dallas, TX 75238. Entity for Passive Investments. Co-Founder. Start: 10/2022. 1 hr/month; none during trading hours. LLC is for estate planning purposes to hold passive investments in oil well working interests.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua John Caltrider's 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®
Experience
Current
April 26, 2019 - Present
AMERICANA PARTNERS, LLC
Office #1: 8343 Douglas Ave. Suite 150, Dallas, TX 75225RIA
CRD#: 301354
Dallas, TX
Current
March 25, 2025 - Present
SAXONY SECURITIES, INC.
Office #1: 8343 Douglas Avenue Suite 150, Dallas, TX 75225BD
CRD#: 115547
Dallas, TX
Past
April 26, 2019 - November 18, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Dallas, TX
Past
September 10, 2012 - May 8, 2019
MORGAN STANLEY
RIA
CRD#: 149777
DALLAS, TX
Past
August 10, 2012 - May 8, 2019
MORGAN STANLEY
BD
CRD#: 149777
DALLAS, 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".
AP
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(4/10/2025)
RR
Oklahoma(3/26/2025)
IAR
Texas(4/26/2019)
RR
Texas(3/26/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AP
AMERICANA PARTNERS, LLC
AMERICANA PARTNERS INTERNATIONAL, LLC | NRG ADVISORS, LLC | AMERICANA PARTNERS, LLC
CRD#: 301354 / SEC#: 801-115018
RIA
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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
50
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,931 |
| AUM (Assets Under Management) | $ 6,082,612,320 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AMERICANA PARTNERS, LLC
CRD#: 301354Dallas, TX 75225TRUST BUT VERIFY
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