The JL Group at Morgan Stanley

Anupam Johri (“AJ”) is a Managing Director and Wealth Advisor, leading The JL Group at Morgan Stanley. With 31 years of experience in Wealth Management, he has spent his entire career at the firm, earning recognition from Barron’s, The Financial Times, and Forbes as one of the top financial advisors in the nation. His expertise lies in constructing disciplined, non-emotional investment strategies tailored to help clients preserve and grow their wealth while seeking to ensure long-term financial independence.

At The JL Group, AJ is committed to delivering a highly customized approach to financial planning, combining deep industry knowledge with Morgan Stanley’s extensive resources. His practice encompasses a broad spectrum of wealth management services, including asset allocation, retirement planning, estate planning strategies, and risk management. Through his strategic, client-focused methodology, he strives to cultivate enduring financial security and confidence for the individuals and families he advises.

AJ’s academic foundation is rooted in engineering and finance. He earned a Bachelor of Engineering in Chemical Engineering from the prestigious Indian Institute of Technology, Roorkee, before pursuing an MBA in Finance at West Texas A&M University. Furthering his expertise, he completed the Senior Financial Advisor Program at The Wharton School of Business in 2007.

Throughout his distinguished career, AJ has consistently been recognized among the industry’s elite. He has been named one of Forbes’ Top Wealth Advisors in Texas (2018–2024), featured in The Financial Times’ Top 400 Wealth Advisors in the U.S. (2014, 2017–2019), and included in Barron’s list of the Top Financial Advisors in the U.S. (2014–2023). For 13 consecutive years, he has been honored as a member of Morgan Stanley’s President’s Club, a distinction reserved for the firm’s top advisors.

A longtime resident of Texas, AJ is deeply committed to both his family and his community. He and his wife, Karyna, have three children—Amber, Tony, and Elsita. Outside of his professional endeavors, he enjoys playing a good game of racquetball, traveling and cherishes time spent with his mother and sister in India.


(2018, 2019, 2020, 2021, 2022, 2023, 2024) Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018, 2019, 2020, 2021, 2022, 2023, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2014, 2017, 2018, 2019 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Advisor to choose appropriate years/periods from list below:
Awarded 2019; data 6/30/15 - 6/30/18
Awarded 2018; data 6/30/15 - 6/30/17
Awarded 2017; data 9/30/14 - 9/30/16
Awarded 2014; data 9/30/12 - 9/30/13

2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

I bring more than 40 years of financial experience to the service of my clients. As a CPA with KPMG Peat Marwick, I helped clients minimize the impact of taxes on their retirement income and estates. I joined Morgan Stanley in 1999 and earned two important designations – Certified Investment Management Analyst and Senior Portfolio Manager – that provide me with the credentials to help clients manage their assets and select carefully researched third party managers to relieve them of day-to-day investment decisions. I was named as one of the top wealth advisors in Texas for 2021, 2022, 2023, and 2024 according to Forbes.

My clients include high net worth individuals and their families who are concerned about preserving and growing the assets they’ve accumulated over the course of their lifetimes. Beyond investing, I provide my clients with comprehensive financial plans that help to enable them to pursue their financial goals without losing focus on their career, family or other aspects of their lives they hold most dear.

A native Texan, I grew up in Dallas and graduated from The University of Texas at Dallas with a BS in Business and Public Administration. Outside the office, I am deeply involved in my Church and several Christian ministries, including Life Outreach International. In addition, I’ve supported numerous charities over the years that minister to orphans. My wife and I live in Frisco, Texas where we raised our two sons, both of whom were adopted from St. Petersburg, Russia, and spend as much time as possible with our fourteen year old grandson.

2021-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021, 2022, 2023, and 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.”
Securities Agent: NV, NY, OK, OR, SC, SD, OH, TN, TX, UT, VA, VI, WA, WY, AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, KS, LA, MI, MO, MS, MT, NC, ND, NE, NM; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1262177

David Dauajare has been part of the JL Group at Morgan Stanley for 8 years. In 2017, David graduated from Southern Methodist University (SMU) with a Bachelor’s degree in finance, and has been working with The JL Group since then. His primary roles include business development, financial planning, and market portfolio research. David frequently travels to various ConocoPhillips and Phillips 66 locations, where he and his team meet with clients and hold educational dinners and seminars to discuss the markets and retirement planning.

David along with the JL Group were named to the 2024 Forbes Best-In-State Wealth Management Teams Ranking #18 in Texas, David has been named to the Firm’s Pacesetter’s Club from 2020 to 2025, a global recognition program for Financial Advisors who, early in their career, have demonstrated the highest professional standards and first class client service.

David is originally from Mexico and has lived in Texas for the last 15 years. He recently moved back to Houston and is married to his wife, Francesca. They are currently enjoying the first year of life with their second daughter Emma, along with their one year old, Clara.

(2018-2025) Forbes Best-In- State Wealth Management Teams
Source: Forbes.com (Awarded 2018-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Alicia joined our team in 2017 and currently holds her Series 7 & 66 licenses. She helps streamline the administrative functions for the team in her role as a Registered Client Service Associate. She strives to provide superior client service when answering questions or providing support. Alicia loves to take every opportunity to get to know each client personably. In addition, Alicia holds a bachelor’s degree in business administration from Midwestern State University with a concentration in Finance.

Outside of work Alicia enjoys spending time with her husband, Tanner and her two sons, Weston and Jett. They love being active outside and to travel to see new places. Alicia has lived in the Dallas area for the past nine years and is originally from Wichita Falls. Being that Wichita Falls is only a short drive from Dallas, she takes every opportunity to visit her family and friends that still live there.

Karyna has rejoined the team after several years, bringing a renewed passion for serving clients and contributing to the continued success of the practice. Having been part of the firm since its early days, Karyna played a key role in building the foundation of the business 31 years ago. Over the years, many clients have not only become long-term partners but have also shared in the journey of watching each other’s families grow. Karyna is a dedicated mother of three, with two independent children and one still in High School. Now ready to return to the professional world, she is eager to bring her leadership skills and fresh perspective to be a part of this dynamic team.

Patrick joined the team in December 2024 and currently holds his Series 7, 63 and 65 licenses. After graduating from University of Texas, with a B.A. in Economics, Business minor, and a German Language Certificate, Patrick immediately began a career in the investment industry. He became highly experienced at his old firm in workplace retirement plans such as 401ks, pensions, and deferred compensation plans. However, he was thrilled when an opportunity arose at Morgan Stanley for our team - and he turned out to be a great fit!

While Patrick settles into his new position, in his free time, he can be found going down to Austin to cheer on the Texas Longhorns or waking up early Saturday mornings to watch Bayern Munich soccer. As a North Texas native, Patrick enjoys spending time with family like playing pickleball with his father around the DFW area, trying new recipes or going to new restaurants, and walking the Katy Trail when the crazy Dallas weather permits.