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Jonathan Copley

Wealth Manager

Jonathan serves as a Private Wealth Manager at Creative Planning, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investment selection, on-going portfolio management, tax planning, risk management, retirement, employee benefits and estate planning.

Jonathan has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management. Prior to joining Creative Planning, he served as a Vice President, Client Advisor in the private wealth group of the country’s largest domestic bank.

Jonathan earned a Bachelor of Business Administration degree in Marketing from Texas State University.

Jonathan enjoys spending time with his family first and foremost. He also enjoys the outdoors, being born and raised in Texas, particularly hunting, fly fishing, and golf. He also enjoys all things Houston sports – including attending Astros, Rockets, and Texans games.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021