JC
JC

Johnny Carlisle

9 Years of Experience
Omaha, NE
Broker

Johnny Carlisle is a registered investment advisor at Morgan Stanley, based in Omaha, NE, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

13625 California Street, Suite 400, Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Johnny is a sole proprietor of RIS LLC, involved in retail and online stores, dedicating minimal time after business hours to administrative tasks. He is also a passive partner in Barberly LLC, a male salon.

Employment History
Current Registrations
Morgan Stanley
June 2022 - Present · 3 yrs 11 mos
Morgan StanleyBroker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Edward Jones
June 2017 - June 2022 · 5 yrs
Edward JonesBroker
February 2017 - June 2022 · 5 yrs 4 mos
State Registrations29 states
ARAZCACOCTFLGAIAIDILKSMAMDMIMNMOMSNCNENYOHOKORSDTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.