Jonathan Stokes, JD
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Jonathan Stokes, JD  Director, Standards of Practice Development and Education  

Expertise

  • Analyst Objectivity
  • Corporate Governance
  • Investment Standards of Practice
  • Investment Management
  • Securities Market Regulation

Education
Mr. Stokes holds a JD and a BA from the University of Virginia.

Professional Experience
Mr. Stokes is the director of standards of practice development and education at CFA Institute. He is responsible for development and maintenance of the CFA Institute Code and Standards, as well as design and management of the CFA Institute Ethical Decision Making training programs.

Mr. Stokes has led teams charged with drafting, revising, interpreting, and maintaining the CFA Institute standards of practice, including the Code of Ethics and Standards of Professional Conduct, CFA Institute Soft Dollar Standards, Trade Management Guidelines, and other standards of practice under development. He has also directed the CFA Institute Professional Conduct Program and worked on developing and interpreting the CFA Institute investment performance standards, including the Global Investment Performance Standards (GIPS) and its predecessors.

Mr. Stokes also serves as a staff liaison to various CFA Institute committees addressing specific issues related to ethics and professional practice.

Prior to joining CFA Institute, Mr. Stokes worked as an attorney specializing in civil litigation.