Jorge Suarez-velez
Investment adviser representative at Americana Partners, LLC
11 yearsExperience
2 statesRegistered in
$9.1BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Americana Partners, LLCMay 2024 to now
- Americana Partners, LLC dba Americana Partners InternationalApr 2024 to now
- Allen Investment Management, LLCMay 2015 to Apr 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Americana Partners, LLC
$9.1BAssets managed
1,818Clients
53Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2261965
- Firm CRD
- 301354