James Joseph Schrader

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• 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

• 07/2014 → 07/2017
  Lincoln International
  Chicago, IL
• 07/2017 → 07/2020
  Lincoln International
  Chicago, IL
• 07/2020 → 07/2023
  Lincoln International
  Chicago, IL
• 01/2024 → Present
  Morgan Stanley Smith Barney Llc
  Lafayette, IN
• 07/2023 → 12/2023
  Lincoln International
  Chicago, IL
• 04/2024 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-03-07
• S63 Uniform Securities Agent State Law Examination
  2014-09-22

Other Names

• Jim Schrader