Jean Pierre Malo

CFA

Americana Partners, LLC

21 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment ManagementHigh Net Worth

Americana Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

50 advisors

Number of Clients

1,455 clients

Average Client Portfolio

$4.2M average

Assets Under Management

$6.1B

Fee Structure

Location

811 Louisiana Street, Suite 2420, Houston, TX, 77002

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Americana Partners, LLC

August 2021 - Present · 4 yrs 6 mos

Previous Registrations

Avalon Investment & Advisory

March 2013 - August 2021 · 8 yrs 5 mos

Houston Global Investors, LLC

November 2009 - April 2013 · 3 yrs 5 mos

Breen Investors LP

February 2003 - October 2008 · 5 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.