Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan M. Copley is a financial advisor at Creative Planning, a firm with over $175 billion in assets under management. Jonathan has been in the financial services industry for over six years. Jonathan has a wide range of experience in financial planning, portfolio management, and investment management. Jonathan is committed to helping individuals and families achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
01/14/2022 - Present
Creative Planning (Houston TX)
TX
04/29/2019 - 12/14/2021
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
08/04/2016 - 04/22/2019
TD AMERITRADE, INC. (HOUSTON TX)
TX
02/19/2016 - 07/20/2016
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 09/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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