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Robert Logan Jones

Americana Partners, LLC

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About Robert Logan Jones

Robert Logan Jones is a financial professional with over 10 years of experience in the financial services industry. Robert has a Series 7, Series 31, and Series 66 license. Robert is currently registered with Americana Partners, LLC and has previously worked at Morgan Stanley & Co. Incorporated, Morgan Stanley, and T.A. McKay & Co., Inc. Robert specializes in providing financial planning, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

Firm Information

Robert Jones 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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Robert Jones’s Registration & Firm History

TX

09/27/2019 - Present

Americana Partners, LLC (HOUSTON TX)

TX

06/01/2009 - 08/13/2013

MORGAN STANLEY (HOUSTON TX)

TX

09/11/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 09/26/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/02/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 09/10/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Logan Jones.
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