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Jonathan Burley

Director Private Wealth Platforms

Panoramica

Sede:

San Ramon, California, United States

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Jonathan Burley is a member of the Platforms group that sits within Private Wealth. Mr. Burley is responsible for covering the largest and most strategically important RIAs, TAMPs and Custodians working in a cross functional manner across all of the Specialized Investment Managers that comprise Franklin Templeton to develop and deliver complex investment solutions.

Mr. Burley started at Franklin Templeton in August 2018. He has over 22 years industry experience. He joined Franklin Templeton from BlackRock where he worked in the Institutional Client Business covering Family Offices, Foundations and Endowments. Prior to BlackRock, he has over 16 years capital markets experience in trading, structuring and origination roles in London, New York and San Francisco.

Prior Work Experience: 2014 - 2018: BlackRock Institutional Client Business; Family Office, Foundations and Endowments (San Francisco). 2010 - 2014: Wells Fargo Securities Structured Products group: Structuring, origination and sales (San Francisco). 2001 - 2009: Rabobank International: Structured Credit Sales: (London and New York) 2000 - 2001: Lehman Brothers: Program Trading (London). 1998 - 2000: Merrill Lynch: Operations and Trading support (London)

Jonathan is a FINRA registered representative and holds the series 3, 7 and 63 licenses. He earned a Bachelor of Arts (w/ hons) in Political Science and International Relations from the University of British Columbia, in Vancouver, Canada. Was the recipient of the Alex Johnson Bursary, providing full tuition and living expenses for his 4 year undergraduate degree