John Thomas Carlisle

Employer firm

Americana Partners, LLC CRD 301354

$9.10B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → 06/2019
  Morgan Stanley & Co. Incorporated
  Dallas, TX
• 12/2019 → 06/2023
  Jefferies Llc
  Dallas, TX
• 07/2019 → 12/2019
  Unemployed
  Dallas, TX
• 11/2023 → Present
  Americana Partners, Llc
  Dallas, TX
• 06/2023 → 11/2023
  Unemployed
  Dallas, TX

Other Businesses

12/2016 Five Pesos Partners LLC; Member/Owner; Ticket Brokerage business; 525 North St. Paul Street Dallas, TX 75201; Non Investment Related; .Approximately 1 hour per week; 0 hours during trading hours; 1 board meeting a year/ No activities other than occasionally use the inventory for personal use

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-10-18
• S63 Uniform Securities Agent State Law Examination
  1994-03-23