Jonathan Copley

Jonathan serves as a Director of Client Engagement, introducing clients to the firm's wealth management services. These services encompass all aspects of a healthy financial life and include customized investment management, financial planning, charitable planning, retirement plan consulting, tax planning and preparation, and estate planning services.

Having spent his entire career in the financial services industry, Jonathan has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he served as a vice president and client advisor in the private wealth group of the largest domestic bank in the U.S.

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

When not working, Jonathan most enjoys spending time with his family. Having been born and raised in Houston, Texas, he also enjoys being outdoors, hunting, fly fishing, golfing, and all things Houston sports (including attending Astros, Rockets and Texans games).