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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

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Dynasty is

Dynasty is

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

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

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.