Jonathan M. Copley

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 04/2019
  Tdameritrade Inc.
  Houston, TX
• 04/2019 → 12/2021
  Jp Morgan Securities Llc
  Houston, TX
• 04/2019 → 12/2021
  Jp Morgan Chase Bank, N.a.
  Houston, TX
• 09/2016 → 04/2019
  Td Ameritrade Investment Management, Llc
  Houston, TX
• 01/2022 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2019-04-29 → 2021-12-14
  J.P. Morgan Securities Llc
  Houston, TX
  Houston, TX
  Houston, TX
• 2016-09-13 → 2019-04-22
  Td Ameritrade, Inc.
  The Woodlands, TX
  Houston, TX
• 2016-09-13 → 2019-04-22
  Td Ameritrade Investment Management, Llc
  Woodlands, TX
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2016-09-12
• S63 Uniform Securities Agent State Law Examination
  2016-02-26

Other Names

• Jonathan Copley
• Jonathan Mccauley Copley