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Jorge Suarez-velez

Americana Partners, LLC

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About Jorge Suarez-velez

Jorge Suarez-velez is an investment advisor representative with Americana Partners, LLC. Jorge is registered with the state of New York and is also a registered investment advisor representative in Texas. Americana Partners, LLC is a registered investment advisor that offers investment advisory services to individuals, businesses, charities, and pooled investment vehicles. They have clients in Texas and New York. Jorge Suarez-velez is a registered representative with Americana Partners, LLC. He has passed the Series 7, Series 24 and Series 63 exams.

Firm Information

Jorge Suarez-velez 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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Jorge Suarez-velez’s Registration & Firm History

NY

05/08/2024 - Present

Americana Partners, LLC (New York NY)

NY

08/25/2008 - 10/23/2009

PALI CAPITAL, INC. (NEW YORK NY)

NY

12/02/2005 - 07/07/2008

ING PRIVATE WEALTH MANAGEMENT LLC (NEW YORK NY)

NY

01/27/2005 - 01/30/2006

ING FINANCIAL MARKETS LLC (NEW YORK NY)

TX

09/13/1993 - 03/09/2000

AFIN SECURITIES INTERNATIONAL, LTD. (HOUSTON TX)

NY

11/16/1992 - 08/31/1993

NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/18/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/20/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/26/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jorge Suarez-velez.
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