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John Steven Piland

Americana Partners, LLC

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About John Steven Piland

John Steven Piland is a financial advisor registered in Texas with Americana Partners, LLC. John Steven Piland has been working in the financial services industry since 1981. John Steven Piland has experience with a wide range of financial products and services. John Steven Piland has passed the Series 3, 7, 9, 10, 63, and 65 exams. Americana Partners, LLC is headquartered in Houston, Texas.

Firm Information

John Piland is currently registered with Americana Partners, LLC. Americana Partners, LLC is an investment advisor based in Houston, Texas. With over 40 investment professionals, they offer financial planning, portfolio management services for individuals and businesses, and manage pooled investment vehicles. Their client base includes high-net-worth individuals, corporations, charitable organizations, pension plans, and pooled investment vehicles, with a focus on providing personalized and transparent investment solutions. Americana Partners has approximately $4.9 billion in regulatory assets under management.
Americana Partners, LLC

811 LOUISIANA STREET

HOUSTON, TX 77002

$4.95B

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Piland’s Registration & Firm History

TX

04/25/2022 - Present

Americana Partners, LLC (HOUSTON TX)

TX

06/01/2022 - 10/10/2023

PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)

TX

10/28/2015 - 08/03/2021

AMERIPRISE FINANCIAL SERVICES, LLC (AUSTIN TX)

IL

06/01/2009 - 06/29/2015

MORGAN STANLEY (CHICAGO IL)

TX

02/20/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (DALLAS TX)

TX

03/19/2007 - 02/08/2008

STEPHENS INC. (DALLAS TX)

AL

10/07/2002 - 12/08/2006

MORGAN STANLEY DW INC. (BIRMINGHAM AL)

NY

07/31/1993 - 10/11/2002

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

07/20/1992 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

MO

09/04/1990 - 05/11/1992

KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)

NA

11/13/1989 - 09/04/1990

LOVETT UNDERWOOD NEUHAUS & WEBB, INC.

TX

05/18/1989 - 11/13/1989

UNDERWOOD, NEUHAUS & CO., INCORPORATED (HOUSTON TX)

NA

03/03/1986 - 05/22/1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NA

04/09/1984 - 03/06/1986

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED

NA

07/09/1981 - 03/28/1984

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NA

04/13/1981 - 03/01/1983

SOUTHWEST SECURITIES, INC.

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Licenses & Designations

IA

Issued 05/06/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/11/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/26/1985

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/1986

Series 3 - National Commodity Futures Examination

BC

Issued 04/11/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Steven Piland.
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