Jeremy W Zoladz
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, LLCApr 2026 to now
- Dynasty Securities, LLCOct 2016 to Apr 2026
- Dynasty Wealth Management, LLCNov 2015 to Apr 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 2906275
- Firm CRD
- 301354