JD
JD

Joseph Dubrof

30 Years of Experience
San Antonio, TX
Broker

Joseph Dubrof is a registered investment advisor at Morgan Stanley, based in San Antonio, TX, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

7600 Broadway, Suite 100, San Antonio, TX, 78209

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joseph is a partner at JIC Partners (private investments) since 2016, and a managing partner at Gurwitz Properties (real estate investments) since 2018. He is also president of 3G1D (real estate investing) since 2018, a board member for Children's Hospital of San Antonio since 2020, and a trustee for a trust since 2005, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
May 1995 - April 2007 · 11 yrs 11 mos
Morgan Stanley Dw INC.Broker
May 1995 - April 2007 · 11 yrs 11 mos
State Registrations35 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.