JL
JL

James Lemaster

33 Years of Experience
El Paso, TX
Broker

James Lemaster is a registered investment advisor at Morgan Stanley, based in El Paso, TX, with 33 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

303 North Oregon Street, El Paso, TX, 79901

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James is a board member of YMCA El Paso Texas. He also owns a private aircraft through Air Conejos Inc., dedicating minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
February 1993 - April 2007 · 14 yrs 2 mos
Morgan Stanley Dw INC.Broker
November 1992 - April 2007 · 14 yrs 5 mos
State Registrations45 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSNCNMNVNYOHOKORPAPRSCSDTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
James Lemaster - Financial Advisor | TrueAdvisor