James R Landry

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

• 04/2022 → Present
  Morgan Stanley Smith Barney Llc
  Lafayette, LA
• 02/2020 → 12/2021
  Anderson, Dozier, Blanda, And Saltzman
  Lafayette, LA
• 05/2018 → 10/2019
  Bradley Beck State Farm
  Lafayette, LA
• 08/2017 → 05/2018
  Feezo's Oyster And Steakhouse
  Broussard, LA
• 04/2012 → 07/2017
  Unemployed
  New Iberia, LA
• 01/2022 → 03/2022
  Unemployed
  New Iberia, LA
• 11/2019 → 01/2020
  Unemployed
  New Iberia, LA

Exams

• S66 Uniform Combined State Law Examination
  2022-09-13