Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Lawrence Fertitta is a financial advisor with over 20 years of experience in the financial services industry. Jason is currently registered with Americana Partners, LLC and is based in Houston, Texas. Prior to joining Americana Partners, LLC, Jason was employed with Purshe Kaplan Sterling Investments in Albany, New York. Jason is also a board member for Truth BBQ Holdings, Excel Mulching & Trenching, and the Houston Museum of Natural Science. Jason's primary focus is on providing financial planning, portfolio management, and selection of other advisors to individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
04/26/2019 - Present
Americana Partners, LLC (HOUSTON TX)
TX
04/26/2019 - 06/27/2023
PURSHE KAPLAN STERLING INVESTMENTS (Houston TX)
TX
06/01/2009 - 05/08/2019
MORGAN STANLEY (HOUSTON TX)
TX
07/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HOUSTON TX)
TX
11/02/2001 - 07/25/2008
LEHMAN BROTHERS INC. (HOUSTON TX)
BOTH
Issued 11/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 11/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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