Creative Planning
- Jonathan M. Copley
JC
Jonathan M. Copley
Director, Client Engagement at Creative Planning
Jonathan M. Copley is currently serving as a Private Wealth Manager at Creative Planning, where Jonathan actively manages over $130 billion in client assets both domestically and internationally. Prior to this, Jonathan held positions as a Vice President at J.P. Morgan and as a Senior Financial Consultant at TD Ameritrade. Jonathan graduated from Texas State University in 2015 with a Bachelor of Business Administration in Marketing.
Timeline
Director, Client Engagement
March 1, 2023 - present
Private Wealth Manager
January, 2022
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