Best Investors Account Sign in

Ian Simon Copple

Edward Jones

Sonoma, CA

Claim This Profile
Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-14
TX RA APPROVED 2026-05-13
  • CA RA
    APPROVED
    Since 2026-05-14
  • TX RA
    APPROVED
    Since 2026-05-13

Branch Locations

545 Third St West, Sonoma, CA 95476 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Whole Foods Sonoma CA 06/2019 09/2019
Redwood Credit Union Novato CA 06/2022 04/2026
Oregon State University Corvallis OR 09/2019 12/2021
Oregon State University Corvallis OR 09/2017 06/2019
Justin Siena Highschool Napa CA 09/2013 06/2017
Unemployed Sonoma CA 01/2021 06/2022
Lpl Financial Novato CA 01/2025 04/2026
Edward Jones St. Louis MO 05/2026 Present
  • 06/2019 → 09/2019
    Whole Foods
    Sonoma, CA
  • 06/2022 → 04/2026
    Redwood Credit Union
    Novato, CA
  • 09/2019 → 12/2021
    Oregon State University
    Corvallis, OR
  • 09/2017 → 06/2019
    Oregon State University
    Corvallis, OR
  • 09/2013 → 06/2017
    Justin Siena Highschool
    Napa, CA
  • 01/2021 → 06/2022
    Unemployed
    Sonoma, CA
  • 01/2025 → 04/2026
    Lpl Financial
    Novato, CA
  • 05/2026 → Present
    Edward Jones
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-27
  • S66 Uniform Combined State Law Examination
    2025-08-27

View on SEC IAPD

Other Firms

PRIME MERIDIAN CAPITAL MANAGEMENT, LLC
PARK, MILLER, LLC
ELEVATION WEALTH PARTNERS, LLC
KAUZER CAPITAL MANAGEMENT, LLC
NAVOLIO & TALLMAN ADVISORS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CHANDLER ASSET MANAGEMENT INC
BLUESPRING WEALTH MANAGEMENT, LLC

Other Investors

JEREMY Tyson TODD
DONALD DAVID DAVIS
Jeffrey Lee Bottom
STUART JAMES PARK
JOHN MICALLY MILLER
EROL KENAN GOKBORA
STEPHEN LEE BLOCK
RYAN KENJI KOSAKURA

Other Offices

PRIME MERIDIAN CAPITAL MANAGEMENT, LLC · WALNUT CREEK, CA
PARK, MILLER, LLC · WALNUT CREEK, CA
ELEVATION WEALTH PARTNERS, LLC · WALNUT CREEK, CA
KAUZER CAPITAL MANAGEMENT, LLC · WALNUT CREEK, CA
NAVOLIO & TALLMAN ADVISORS LLC · WALNUT CREEK, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Walnut Creek, CA
CHANDLER ASSET MANAGEMENT INC · Walnut Creek, CA
BLUESPRING WEALTH MANAGEMENT, LLC · WALNUT CREEK, , CA

More in Sonoma, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor