James Travis Lemaster

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

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  El Paso, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  El Paso, TX
• 1993-02-23 → 2007-04-02
  Morgan Stanley Dw Inc.
  El Paso, TX
  El Paso, TX

Other Businesses

1. BOARD OF DIRECTOR MEMBER YMCA EL PASO TEXAS 2. AIR CONEJOS INC; 6321 FRANKLIN TRAIL DR EL PASO, TX; OWNERSHIP OF PRIVATE AIRCRAFT; 09/1999; 2 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-09-27
• S63 Uniform Securities Agent State Law Examination
  1993-02-17