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James D'AMico

Morgan Stanley

New York, NY

CRD 7736014

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-04
NY RA APPROVED 2026-02-21
  • TX RA
    APPROVED
    Since 2026-03-04
  • NY RA
    APPROVED
    Since 2026-02-21

Branch Locations

55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc New York NY 08/2024 03/2025
Jpmorgan Chase Bank, N.A. New York NY 08/2024 03/2025
Life Science Intelligence Huntington Beach CA 05/2022 08/2022
Morgan Stanley New York NY 06/2023 07/2023
Unemployed Ann Arbor MI 08/2014 06/2021
Unemployed Ann Arbor MI 09/2021 04/2022
Unemployed Ann Arbor MI 09/2022 05/2023
Unemployed Ann Arbor MI 08/2023 07/2024
Lings Banquet Llc Westport CT 06/2021 08/2021
Morgan Stanley New York NY 04/2025 Present
  • 08/2024 → 03/2025
    J.P. Morgan Securities Llc
    New York, NY
  • 08/2024 → 03/2025
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 05/2022 → 08/2022
    Life Science Intelligence
    Huntington Beach, CA
  • 06/2023 → 07/2023
    New York, NY
  • 08/2014 → 06/2021
    Unemployed
    Ann Arbor, MI
  • 09/2021 → 04/2022
    Unemployed
    Ann Arbor, MI
  • 09/2022 → 05/2023
    Unemployed
    Ann Arbor, MI
  • 08/2023 → 07/2024
    Unemployed
    Ann Arbor, MI
  • 06/2021 → 08/2021
    Lings Banquet Llc
    Westport, CT
  • 04/2025 → Present
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-21
S63 Uniform Securities Agent State Law Examination 2024-09-30
  • S65 Uniform Investment Adviser Law Examination
    2026-02-21
  • S63 Uniform Securities Agent State Law Examination
    2024-09-30
Other Names
  • Jake D'AMico
  • James D'AMico
  • James M Damico

View on SEC IAPD

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