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Jonathan Richard Morris

DYNASTY WEALTH MANAGEMENT, LLC·ST. PETERSBURG, Florida
Unclaimed Profile
200 CENTRAL AVENUE, ST. PETERSBURG, FL 33701CRD# 3228349Firm CRD# 153377
01

About

Jonathan Richard Morris is a registered financial advisor based in ST. PETERSBURG, Florida, affiliated with DYNASTY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
DYNASTY WEALTH MANAGEMENT, LLC
DYNASTY WEALTH MANAGEMENT, LLC
AUM
$917M
Regulatory assets under management
Employees
150
Total firm employees
View all advisors at DYNASTY WEALTH MANAGEMENT, LLC →
Services
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3228349
Firm CRD# 153377
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Richard Morris offer?
Jonathan Richard Morris specializes in Wealth Management. Contact their office in ST. PETERSBURG, Florida for a consultation.
What are Jonathan Richard Morris's credentials?
Jonathan Richard Morris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Richard Morris located?
Jonathan Richard Morris is based in ST. PETERSBURG, Florida, working with DYNASTY WEALTH MANAGEMENT, LLC. Their office serves clients in the ST. PETERSBURG metropolitan area and surrounding communities.
How does Jonathan Richard Morris charge for services?
Jonathan Richard Morris's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DYNASTY WEALTH MANAGEMENT, LLC?
DYNASTY WEALTH MANAGEMENT, LLC has approximately 150 employees and manages $917M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
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