Joshua E Dobard

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

• 05/2019 → 08/2019
  J.P. Morgan Securities Llc
  San Antonio, TX
• 07/2014 → 04/2019
  Sam's Club
  San Antonio, TX
• 11/2017 → 12/2017
  Bill Miller Bar-B-Q Enterprises Inc.
  San Antonio, TX
• 03/2021 → Present
  Morgan Stanley
  Gilbert, AZ
• 09/2019 → 10/2019
  Maplebear Inc.
  San Francisco, CA
• 10/2019 → 06/2020
  Infosys Limited
  Richardson, TX
• 07/2020 → 10/2020
  Unemployed
  Richardson, TX
• 11/2020 → 03/2021
  Sam's Club
  Plano, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-08-11
• S63 Uniform Securities Agent State Law Examination
  2019-08-06

Other Names

• Josh Ezell Dobard
• Joshua Ezell Dobard
• Josh Dobard
• Joshua E Dobard
• Josh E Dobard
• Joshua Dobard