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James E. McCubbin
James E. McCubbin
Vice President - Wealth Management
5051 Westheimer
Suite 2100
Houston, TX 77056
tel: 713-966-2113
toll free: 800-666-6069
fax: 713-966-6808
Email Me
Welcome Education Associations Experience Services
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
Education and Licensing
  • BS - Business Administration, 1965
    University Louisville
    Louisville, KY
  • Instructor, 1971 - 1973
    American Institute of Banking
    Louisville, KY
  • Adjunct Professor, 1996 - 2000
    Wharton Junior College
    Houston, TX
  • Adjunct Professor, 1998 - 2000
    Montgomery College
    Houston, TX
Associations
  • Valley Lodge Trail Ride Association
    Simonton, TX
  • Honorable Order of KY Colonels
    Frankfort, KY
Business Experience
  • 1986 - Present: Morgan Stanley Smith Barney*
    Vice President - Investment
    Houston, TX
  • 1983 - 1986: PSI Energy
    Senior Sales Representative
    Houston, TX
  • 1980 - 1983: Sperry Univac Energy Group
    Senior Sales Executive
    Houston, TX
  • 1973 - 1980: Xerox Corporation
    Senior Sales Executive
    Lexington, KY
  • 1967 - 1973: First National Bank
    Branch Manager
    Louisville, KY
Services
  • Estate Planning
  • Wealth Management
  • Fixed Income
  • 529 Plans
  • 401k Rollovers
Bulletin Board
  • If you would like us to evaluate your equity portfolio to determine which stocks are appropriate for you, please call or schedule an appointment.
  • What do you have in mind for your retirement? Our complimentary retirement-planning analysis can help you achieve the retirement you envision. See Financial Planning for a confidential questionnaire.
James E. McCubbin is licensed in the following state(s): AZ, CA, CO, FL, ID, KS, KY, PA, TX, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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