Jonathan Morris

General Counsel at

Dynasty Financial Partners, Inc.

69 year

48 connections

Finance

Consumer Services

Technology Services

Profile

Jonathan R.
Morris is currently the Chief Legal & Governance Officer at Dynasty Financial Partners LLC and Dynasty Financial Partners, Inc. He previously worked as the MD & General Counsel-Investment Management at Lehman Brothers, Inc. and as the MD, General Counsel & Head-Governance at Barclays PLC.
Morris received his undergraduate degree from Washington & Lee University and his graduate degree from Fordham University School of Law.

Jonathan Morris active positions

Companies	Position	Start
Dynasty Financial Partners, Inc. Dynasty Financial Partners, Inc. Information Technology ServicesTechnology Services Provides technology services for wealth management and financial advisory firm	General Counsel	2011-12-31
Dynasty Financial Partners LLC Dynasty Financial Partners LLC Investment ManagersFinance Provides investment advice	General Counsel	2011-12-31

All active positions of Jonathan Morris

Former positions of Jonathan Morris

Companies	Position	End
BARCLAYS PLC	General Counsel	2009-12-31
Lehman Brothers, Inc. Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services	Corporate Officer/Principal	-

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Training of Jonathan Morris

Experiences
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Private companies

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Linked companies

Private companies	6
Lehman Brothers, Inc. Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services	Finance
Barclays PLC Barclays PLC Investment Banks/BrokersFinance Operates as a bank holding company whose subsidiaries engages in retail banking, credit cards, corporate and investment banking and wealth management services	Finance
Washington & Lee University Washington & Lee University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Dynasty Financial Partners LLC Dynasty Financial Partners LLC Investment ManagersFinance Provides investment advice	Finance
Fordham University School of Law Fordham University School of Law Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Dynasty Financial Partners, Inc. Dynasty Financial Partners, Inc. Information Technology ServicesTechnology Services Provides technology services for wealth management and financial advisory firm	Technology Services