JF
JF

Jason Lawrence Fertitta

24 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment ManagementHigh Net Worth
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

Loading...

Location

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

Get directions

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.

Learn about disclosures →
Other Business Activities

Jason is a board member for Truth BBQ Holdings (restaurant), Excel Mulching & Trenching (construction), and the Houston Museum of Natural Science. These activities are not investment-related and take minimal time overall.

Employment History
Current Registrations
Americana Partners, LLC
April 2019 - Present · 6 yrs 10 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2019 - June 2023 · 4 yrs 2 mos
Morgan Stanley
June 2009 - May 2019 · 9 yrs 11 mos
Morgan StanleyBroker
June 2009 - May 2019 · 9 yrs 11 mos
Morgan Stanley & CO. Incorporated
July 2008 - June 2009 · 11 mos
Morgan Stanley & CO. IncorporatedBroker
July 2008 - June 2009 · 11 mos
Lehman Brothers INC.
May 2004 - July 2008 · 4 yrs 2 mos
Lehman Brothers INC.Broker
November 2001 - July 2008 · 6 yrs 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.