James E Lacamp

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 → 11/2019
  Ubs Financial Services Inc
  Fort Worth, TX
• 11/2019 → Present
  Morgan Stanley Smith Barney Llc
  Fort Worth, TX
• 11/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2009-06-23 → 2019-11-12
  Ubs Financial Services Inc.
  Ft. Worth, TX
• 2000-06-29 → 2009-07-02
  Rbc Capital Markets, Llc
  Fort Worth, TX
  Fort Worth, TX

Other Businesses

1. DONKEY PUNCH MUSIC-6210 LOCKE AVE, FT WORTH, TX 76116-MUSIC PUBLISHING 2-03 TO INDEFINITE- DUTIES-ORGANIZATIONAL, 2 HRS PER MTH 4) *384456 - The Fort Worth Club; Investment related No; sporting and leisure facilities; Board of Directors (proprietor, partner, officer, director, employee, trustee, agent); Jan 2015 5) *384457 - Presbyterian Night Shelter; Investment related - No; Charity for the homeless; Board of Directors -Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); Jan 2014. 6. *384462 - City of Ft Worth Pension Board; Investment Related - No; fort worth, Texas; Government; Advisory Board, Investment Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2018; During Business Hours: 1; After Business Hours: 0; Basically running meetings and not personally involved with any investment decisions. 7. *514560 - Loan ; Investment related: Yes; Fort Worth, Texas; 11/2022; During business hours: 0; After business hours: 0 8. *631304 - TBA; Investment Related - Yes; fort worth, Texas; Other; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2025; During Business Hours: 0; After Business Hours: 3; I would just be photographed with my wife (modeling). 9. *687965- JL Music; Investment related: No; fort worth, Texas; Music Publishing; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 1; produce music

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-12-09
• S63 Uniform Securities Agent State Law Examination
  1985-07-25

Other Names

• James Edward Lacamp
• Jim Lacamp
• James Lacamp