Jason Fertitta has been Chief Executive Officer/Founding Partner of Americana Partners since April 2019, is a control person of the firm and directly owns under 5% of it. Jason Fertitta studied at St. Edward's University.
Americana Partners, LLC is a Houston, TX firm with $9.1B under management, 1,818 clients and 34 advisers across 11 offices, as of its September 2026 filing.
Jason Fertitta is Chief Executive Officer / Founding Partner of Americana Partners. Fertitta was a Managing Director in Morgan Stanley's Private Wealth Division for eleven years, having joined Morgan Stanley in 2008 after six years with Lehman Brothers High Net Worth Division. Before joining Lehman Brothers, Fertitta worked for six years at Texas Direct.
Jason Fertitta’s longest registration was 9 years at Morgan Stanley (2009–2019). Before joining Americana Partners in 2019, Jason Fertitta was registered through Morgan Stanley and Morgan Stanley & Co. Incorporated.
- Americana Partners, LLCCurrent– present · 7 yearsHouston, TX · Adviser representative · Firm CRD 301354
- Morgan Stanley– · 9 yearsHouston, TX · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · under a yearHouston, TX · Adviser representative · Firm CRD 8209
- Lehman Brothers Inc.– · 4 yearsHouston, TX · Adviser representative · Firm CRD 7506
Investment adviser representative registrations
Jason Fertitta is registered as an investment adviser representative in Texas, since April 2019.
- TexasSince 26 April 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 8 December 2008 |
| Series 66 | Uniform Combined State Law Examination | 14 November 2001 |
| Series 7 | General Securities Representative Examination | 1 November 2001 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Lawrence Fertitta
- CRD
- 4460865
- Firm
- Americana Partners · CRD 301354
- Role
- Chief Executive Officer/Founding Partner
- Office
- 811 LOUISIANA STREET, SUITE 2420, Houston, TX 77002
- Registration
- Investment adviser registration
- In the industry since
- November 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- americanapartners.com
Where does Jason Fertitta work?
Jason Fertitta has been Chief Executive Officer/Founding Partner of Americana Partners, LLC since April 2019, and is a control person of the firm.
Is Jason Fertitta a financial advisor?
Yes. Jason Fertitta has a current investment-adviser registration in Texas, through Americana Partners since April 2019.
How many years of experience does Jason Fertitta have?
Jason Fertitta has 24 years in the financial industry, since November 2001, across 4 adviser firms.
What exams has Jason Fertitta passed?
Jason Fertitta has passed 4 licensing exams: the Series 7, Series 66, Series 31 and Series 99TO. The earliest, the Series 7, was passed in November 2001. FINRA credited Jason Fertitta with the SIE, which began in October 2018.
Where did Jason Fertitta work before Americana Partners?
Before Americana Partners, Jason Fertitta was registered through Morgan Stanley & Co. Incorporated, July 2008 to June 2009; Lehman Brothers Inc., May 2004 to July 2008.
Where is Jason Fertitta based?
Jason Fertitta’s registered office is in Houston, TX.
Is Jason Fertitta registered with FINRA?
No. Jason Fertitta has no current broker registration.
How can I verify Jason Fertitta’s record?
Search CRD 4460865 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Fertitta’s full registration record.
