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Jonathan Richard Morris

Chief Legal And Governance OfficerDynasty Wealth Management, LLCCRD 3228349

About Jonathan Richard Morris

Jonathan Richard Morris is listed as Chief Legal And Governance Officer at Dynasty Wealth Management, LLC in St. Petersburg, FL. Form ADV reports a beneficial ownership band of Under 5%. Jonathan Richard Morris is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Dynasty Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jonathan Richard Morris work?

Jonathan Richard Morris is listed as Chief Legal And Governance Officer at Dynasty Wealth Management, LLC on SEC Form ADV.

How much of Dynasty Wealth Management, LLC does Jonathan Richard Morris own?

Form ADV reports a beneficial ownership band of Under 5%.

Dynasty Wealth Management, LLC

TitleChief Legal And Governance Officer
OwnershipUnder 5%
Control personYes
Since2012
View Dynasty Wealth Management, LLC →

1330 Advisors, LLC

TitleChief Legal And Governance Officer
OwnershipUnder 5%
Control personYes
Since2025
View 1330 Advisors, LLC →