JS
James T. Snelson
AMERICANA PARTNERS
Midland, TX 79705
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CRD#: 7482733
JS
Professional summary
James T Snelson, who also goes by J. Tom Snelson, Jtom Snelson, is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in Midland, Texas.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. James has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
J. Tom Snelson | Jtom Snelson
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) Hometown Hats LLC. Not Investment Related. Lubbock, Texas. Retail/Online Stores. Partner (proprietor, partner, officer, director, employee, trustee, agent). 01/2022. Hrs/month 8 with 1 during trading hours. Sales/Marketing 2) Mid-Cities Community Church. Not Investment Related. Midland, Texas. Non-Profit, Charitable. Pastor(proprietor, partner, officer, director, employee, trustee, agent). 02/2017. Hrs/month 10 with 2 during trading hours. Typical Pastoral duties, overseeing the health and wellness of the people the people who attend our church. I also directly oversee the online portion of our Sunday services. 3.) Fixed Insurance. Investment related. 6 Desta Drive Ste 5950 Midland, TX 79705. Fixed / Traditional Insurance. Agent. 02/2023. Hrs/month 4 all during trading hours. Sale of Fixed / Traditional insurance products. 4.) Leo Mons LLC. Not Investment Related. 5005 Riverway Dr Ste 205 Houston TX 77056-2131. Temporary Housing. Member. 08/2020. Hrs/month 0 all during trading hours. No duties / No fees or salary, my only potential compensation will be in the form of potential revenue distributions or proceeds from eventual sale of company. 5) Mineral Interests. Not investment related. 2819 Cimmaron Ave Midland, TX 79705. Mineral Interest. Owner. 06/2024. Hrs/month 0 all during trading hours. None
CRS (Client Relationship Summary) - RIA
Click below to view James T Snelson'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®
NoneExperience
Current
February 24, 2023 - Present
AMERICANA PARTNERS, LLC
Office #1: 6 Desta Drive Suite 2551, Midland, TX 79705RIA
CRD#: 301354
Midland, TX
Past
February 27, 2023 - November 18, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Midland, TX
Past
March 31, 2022 - February 28, 2023
MORGAN STANLEY
RIA
CRD#: 149777
Midland, TX
Past
March 3, 2022 - February 28, 2023
MORGAN STANLEY
BD
CRD#: 149777
Midland, 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.Highlighted states indicate IAR registrations
IAR
Texas(2/24/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/3/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
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)Upgrade to AdvisorCheck Premium
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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.
