Jonathan Copley Email & Phone Number
Director, Client Engagement - Private Wealth @ Creative Planning
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Jonathan Copley Location
- Houston, TX, US
Jonathan Copley Work
- 2023 -now Director, Client Engagement - Private Wealth @
- 2022 -now Private Wealth Manager @
- 2019 -2022 Vice President - Asset and Wealth Management @
- 2017 -2019 Senior Financial Consultant @
- 2016 -2017 Financial Consultant @
- 2016 -2016 Financial Services Representative @
Jonathan Copley Education
- Texas State University
Bachelor of Business Administration (B.B.A.) (Marketing, McCoy College of Business)
2011-2015
Jonathan Copley Summary
- Jonathan Copley, based in Houston, TX, US, is currently a Director, Client Engagement - Private Wealth at Creative Planning. Jonathan Copley brings experience from previous roles at Creative Planning, J.P. Morgan and TD Ameritrade. Jonathan Copley holds a 2011 - 2015 Bachelor of Business Administration (B.B.A.) in Marketing, McCoy College of Business @ Texas State University. Jonathan Copley has 3 emails and 2 mobile phone numbers on RocketReach.
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