Jonathan Morris
Chief Legal and Governance Officer
Jon is Chief Legal and Governance Officer for Dynasty Financial Partners and serves as an advisor to the Investment Committee. He has over 30 years of experience in the industry advising both investment advisors and broker dealers on governance matters. Previously, Jon was a Managing Director, General Counsel and Head of Governance for Barclays Wealth where he played an integral role in the expansion of Barclays into the private wealth management business in the Americas. Prior to Barclays, Jon was a Managing Director and Senior Attorney for Lehman Brothers Investment Management Division. Among other responsibilities, he was on the wealth executive committee, led the new product process at both Barclays and Lehman and while in private practice, chaired his firm’s Broker Dealer/Investment Advisor practice group.