Jarrod Mccubbin

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

• 05/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY
• 08/2019 → 04/2025
  Allstate Insurance Agency - Jarrod Mccubbin Agency
  Friendswood, TX
• 01/2017 → 06/2019
  Allstate Exclusive Insurance Agency -- Jim Mccubbin Agency
  Houston, TX
• 04/2015 → 12/2016
  Allstate Exclusive Insurance Agency -- Matt Golden Agency
  The Woodlands, TX
• 06/2025 → Present
  Morgan Stanley
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2026-02-19

Other Names

• Jarrod Dayne Mccubbin