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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Thomas Carlisle is an investment advisor representative with Americana Partners, LLC. John has over 20 years of experience in the financial services industry. John has held previous positions at Jefferies LLC, Morgan Stanley & Co. LLC, UBS Securities LLC, ABN AMRO INCORPORATED, ABN AMRO SECURITIES LLC, DEUTSCHE BANC ALEX. BROWN INC., DB ALEX. BROWN LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and PRUDENTIAL SECURITIES INCORPORATED. John specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and the selection of other advisors. John is registered with the state of Texas as an investment advisor representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
12/19/2023 - Present
Americana Partners, LLC (HOUSTON TX)
TX
12/03/2019 - 06/26/2023
JEFFERIES LLC (DALLAS TX)
TX
10/05/2009 - 06/04/2019
MORGAN STANLEY & CO. LLC (DALLAS TX)
TX
12/05/2003 - 08/19/2009
UBS SECURITIES LLC (DALLAS TX)
CT
03/01/2002 - 12/05/2003
ABN AMRO INCORPORATED (STAMFORD CT)
NY
07/12/2001 - 03/01/2002
ABN AMRO SECURITIES LLC (NEW YORK NY)
NY
01/13/2001 - 07/23/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
MD
04/23/1999 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NY
10/16/1995 - 04/14/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/15/1994 - 08/17/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/09/2001
Series 24 - General Securities Principal Examination
BC
Issued 06/23/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1994
Series 3 - National Commodity Futures Examination
BC
Issued 02/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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