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Jorge A

Series 63, Series 65

Beverly Hills, CA

Americana Partners, LLC

Jorge Ambriz is a financial advisor at Americana Partners, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Americana Partners in 2026, he worked at L&S Advisors, Inc. for nine years and had earlier roles at Charles Schwab and a brief unemployed period. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals, including high-net-worth and ultra-high-net-worth international clients, as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing client consultations and discretionary management, utilizing a broad range of investment vehicles and third-party managers.

Options & derivatives strategies Private / alternative investments Concentrated stock management Business exit / sale strategy Wealth management Founder/Business Owner Executive
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Edward M

Series 66

Beverly Hills, CA

Americana Partners, LLC

Edward Mobbs is a financial advisor at Americana Partners, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at firms including RBC Capital Markets and City National Bank. Outside of his advisory role, Mobbs is also licensed as an insurance agent and provides insurance and annuities recommendations in California. Americana Partners offers financial planning, consulting, discretionary investment, and wealth management services to individuals, corporations, trusts, estates, and charitable organizations, including high-net-worth and ultra-high-net-worth international clients. The firm customizes portfolios through ongoing consultations and discretionary management, utilizing a wide range of investment vehicles and alternative strategies tailored to client needs.

Options & derivatives strategies Private / alternative investments Concentrated stock management Business exit / sale strategy Wealth management Founder/Business Owner Executive
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