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Jason W. Pinkham, Director, Eastern Division and Transitions
Member of the Dynasty Client Service Team

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Our Team

Dynasty is

Dynasty is

  • 100% owned by its Founders, Employees and Board of Directors
  • 50+ employees located in midtown New York City, Chicago, Miami and San Francisco

Every success we enjoy and share with our Network is attributable to the caliber and quality of the people on our team. Dynasty was founded by industry veterans who understood the role personal connectivity plays in the financial advisory field.

Entrepreneurial in spirit and truly caring at heart, the Dynasty team reflects the values of the advisors in our Network.

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Jonathan Morris
Chief Legal and Governance Officer

Mr. Morris oversees legal matters for Dynasty and has more than 30 years of experience advising both investment advisors and broker dealers. Prior to Dynasty Mr. Morris was in private practice where he chaired his firm’s Broker Dealer / Investment Advisor practice group. Mr. Morris also was Managing Director, General Counsel and Head of Governance for Barclays Wealth and prior to Barclays, Mr. Morris was Managing Director and General Counsel for Lehman Brothers Investment Management Division. Mr. Morris began his career at Seward & Kissel in New York.

He received his JD from Fordham University Law School and BA from Washington & Lee University. He is admitted to the bars of New York and Connecticut, as well as the U.S. Supreme Court. Jon is a member of SIFMA, frequently speaks at industry events, and has written several articles on investment management related matters.