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RIA / WealthAdvisor28 years in industry

JEREMY W ZOLADZ

Advisor at AMERICANA PARTNERS, LLC

Chicago, IL | HOUSTON, TX

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 17, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AMERICANA PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 4, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Sep 4, 1998
First registration: Oct 17, 2001
Dual registered: no
Other names: JEREMY WALTER ZOLADZ|JEREMY W ZOLADZ
IAPD individual key: 2906275

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AMERICANA PARTNERS, LLC	Independent wealth	May 12, 2026	n/a	yes	Chicago, IL\|HOUSTON, TX	Current employment
DYNASTY WEALTH MANAGEMENT, LLC	Asset manager	Apr 19, 2017	Apr 16, 2026	no	ST. PETERSBURG, FL\|Chicago, IL\|CHICAGO, IL\|New York, NY	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Nov 5, 2015	no	Milwaukee, WI\|PURCHASE, NY\|Milwaukee, WI\|CHICAGO, IL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Oct 17, 2001	Jun 1, 2009	no	CHICAGO, IL\|NEW YORK, NY\|COLUMBUS, OH\|COLUMBUS, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DYNASTY WEALTH MANAGEMENT, LLC	AMERICANA PARTNERS, LLC	Apr 16, 2026	May 12, 2026	26	Firm change	Other
MORGAN STANLEY	DYNASTY WEALTH MANAGEMENT, LLC	Nov 5, 2015	Apr 19, 2017	531	Firm change after gap	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ AMERICANA PARTNERS, LLCRegistered adviserregistration: current employment
May 12, 2026 to presentfactForm ADV
→ DYNASTY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 19, 2017 to Apr 16, 2026factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Nov 5, 2015factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Oct 17, 2001 to Jun 1, 2009factForm ADV

Dated events

Occurred
Apr 16, 2026
Advisor changed firm
Jeremy W Zoladz left Dynasty Wealth Management, Llc for Americana Partners, Llc (registered 2026-05-12)
Form ADVobserved 3 days ago