James Robert Schrader

Current Employers

Employment History

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

Previous Registrations

• 1998-12-15 → 2009-06-01
  Citigroup Global Markets Inc.
  Lafayette, IN

Other Businesses

1. L. V. SCHRADER OIL, LLC; .007 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 03/2008. *211328- Valley Plaza Lafayette, LLC; Investment related: Yes; Lafayette, Indiana; Real Estate; My Roth has a 14.7% onwership in the LLC (proprietor, partner, officer, director, employee, trustee, agent); 01/2015; During business hours: 0; After business hours: 0; My Roth has a 14.7% ownership in the LLC, my wife owns the rest. I will be the FA for the entitiy's AAA account at Morgan Stanley. I negotiate leases and occassionally pay bills 3. *362305 - Clearwater Farms, LLC; Investment related; Lafayette, IN; Agriculture; Sole Owner & Sole Member (proprietor, partner, officer, director, employee, trustee, agent); Feb 2019; During business hours: 0; After business hours: 1; Consult with farmer on production and meet agriculture professionals to receive recommendations for production. 4. *70740 - Lisa V Schrader Farms, LLC; Investment related Yes; Marketing of Crops; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Aug 2003; During business hours: 1; After business hours: 0; Marketing the crops produced on the farm *596443 - Lafaytte Diocesan Foundation, Inc.; Investment related: No; Lafayette, Indiana; Children/Youth, Education, Religious; Board Member, Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 09/2024; During business hours: 0; After business hours: 0; Fundraising

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-22
• S63 Uniform Securities Agent State Law Examination
  1982-08-04

Other Names

• Jim Schrader