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Johnathan Andrew Schnitzer

Americana Partners, LLC
8 Years of Experience
View SEC Summary
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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.

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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
December 2017 - May 2019 · 1 yr 5 mos
Morgan StanleyBroker
June 2017 - May 2019 · 1 yr 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.