JL
JL

James Lacamp

40 Years of Experience
Fort Worth, TX
4 DisclosuresBroker

James Lacamp is a registered investment advisor at Morgan Stanley, based in Fort Worth, TX, with 40 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

201 Main Street, Suite 1500, Fort Worth, TX, 76102

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2001
Denied
Customer Dispute
March 1999
Settled
Customer Dispute
February 1998
Settled
Customer Dispute
February 1988
Settled
Other Business Activities

James is involved in several outside business activities, including music publishing, serving on the boards of The Fort Worth Club and Presbyterian Night Shelter, partnering in a radio show called Money Sense, and serving on the City of Ft Worth Pension Board. He also has a loan and will be modeling with his wife.

Employment History
Current Registrations
Morgan StanleyBroker
November 2019 - Present · 6 yrs 6 mos
Morgan Stanley
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
UBS Financial Services INC.Broker
June 2009 - November 2019 · 10 yrs 5 mos
UBS Financial Services INC.
June 2009 - November 2019 · 10 yrs 5 mos
RBC Capital Markets Corporation
June 2000 - July 2009 · 9 yrs 1 mo
RBC Capital Markets CorporationBroker
September 1998 - July 2009 · 10 yrs 10 mos
Prudential Securities IncorporatedBroker
July 1985 - August 1998 · 13 yrs 1 mo
State Registrations33 states
ALARAZCACODEFLGAHIKSKYMDMIMNMOMTNCNMNVNYOHOKORPASCTNTXUTVAVTWAWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.