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Jonathon Steven Forcheskie

Copeland Capital Management, LLC

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About Jonathon Steven Forcheskie

Jonathon Steven Forcheskie is an investment advisor representative at Copeland Capital Management, LLC. Jonathon has been in the financial services industry since 2017, working with clients ranging from individuals to corporations. He holds Series 7, 63, and 66 licenses and has specialized experience in investment companies, pension and profit sharing plans, corporations or other businesses, state or municipal government entities, and individuals other than high-net-worth individuals. Jonathon is also the Associate Regional Director of Copeland Capital Management.

Firm Information

Jonathon Forcheskie is currently registered with Copeland Capital Management, LLC. Copeland Capital Management, LLC is an investment advisor based in Conshohocken, Pennsylvania. The firm manages approximately $4.8 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and institutional investors. Copeland Capital offers a range of investment services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also participates in wrap fee programs.
Copeland Capital Management, LLC

161 WASHINGTON STREET

CONSHOHOCKEN, PA 19428

$4.77B

Assets Under Management

19

Total Clients

13

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jonathon Forcheskie’s Registration & Firm History

PA

11/08/2019 - Present

Copeland Capital Management, LLC (Conshohocken PA)

NE

11/07/2019 - 12/31/2021

NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)

PA

08/27/2018 - 10/31/2019

RBC CAPITAL MARKETS, LLC (CONSHOHOCKEN PA)

PA

06/19/2017 - 08/28/2018

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BOTH

Issued 01/22/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/31/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathon Steven Forcheskie.
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