Jonathan Burley

Vice President
Private Wealth Director

Franklin Templeton Distributors, Inc.
San Mateo, California, United States

Jonathan Burley is a Vice President and Private Wealth Director with Franklin Templeton’s Private Wealth Division in Northern California and the Pacific Northwest Region.  As a trusted business partner, he brings valuable perspective to financial advisors in the areas of practice management, asset allocation and portfolio construction. Jonathan supports investment advisors in their pursuit to reach their clients’ long-term investment objectives. 

He began his career in the financial services industry in 1998 and has over 16 years capital markets experience in London, New York and San Francisco. Prior to joining Franklin Templeton Investments in 2018, Jonathan worked at BlackRock in the Institutional Business, and was responsible for covering Family Offices, Foundations and Endowments focusing on fixed income and alternative investment strategies. With deep capital markets expertise in conjunction with his extensive asset management experience, Jonathan can help clients navigate an increasingly complex investment landscape and think holistically about their overall asset allocation.

Jonathan is a FINRA registered representative and holds the series 7, 52 and 63 licenses. He earned a Bachelor of Arts in Political Science and International Relations from the University of British Columbia, in Vancouver, Canada. Jonathan currently resides in Orinda, CA.