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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.

Location

Houston, United States

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