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RIA / WealthAdvisor17 years in industry

ROBERT LOGAN JONES

Advisor at AMERICANA PARTNERS, LLC

HOUSTON, TX

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Search this name across graphsid dfx:ria:f352cc26-9175-5928-e5c7-89fa63658766

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 29, 2008 to Sep 14, 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 26, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Sep 26, 2008
First registration: Sep 29, 2008
Dual registered: no
IAPD individual key: 5362937

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	Sep 27, 2019	n/a	yes	HOUSTON, TX	Current employment
T.A. MCKAY & CO, INC	Former SEC adviser	Apr 11, 2014	Dec 31, 2018	no	NEW YORK, NY	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Aug 13, 2013	no	Houston, TX	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Sep 29, 2008	Jun 1, 2009	no	HOUSTON, TX	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
T.A. MCKAY & CO, INC	AMERICANA PARTNERS, LLC	Dec 31, 2018	Sep 27, 2019	270	Firm change	Other
MORGAN STANLEY	T.A. MCKAY & CO, INC	Aug 13, 2013	Apr 11, 2014	241	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ AMERICANA PARTNERS, LLCRegistered adviserregistration: current employment
Sep 27, 2019 to presentfactForm ADV
→ T.A. MCKAY & CO, INCRegistered adviserregistration: previous registration
Apr 11, 2014 to Dec 31, 2018factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Aug 13, 2013factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Sep 29, 2008 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.