Jonathan Copley - Email & Phone Number

Director, Client Engagement at Creative Planning Inc.

Jonathan Copley is based out of Houston, Texas, United States and works at Creative Planning Inc. as Director, Client Engagement.

Jonathan Copley's Contact Information

Jonathan Copley's Work email

j*****@creati***.com

Valid

Latest update

October 28, 2025

Location

Houston, Texas, United States

Jonathan's current employer

Creative Planning Inc.

Description

Creative Planning is a wealth management firm that offers comprehensive and personalized financial planning and investment management.

Website

thinkingbeyond.com

HQ Location

Overland Park, Kansas, United States

Number of employees

1001-5000

Industry

Financial Services

Latest update

April 30, 2024

Read about Creative Planning Inc.

Frequent questions about Jonathan Copley

What company is Jonathan Copley working for?

Jonathan Copley works for Creative Planning Inc..

What is Jonathan Copley's function at Creative Planning Inc.?

Jonathan Copley is Director, Client Engagement at Creative Planning Inc..

Where is Jonathan Copley based?

Jonathan Copley is based out of Houston, Texas, United States.

What is Jonathan Copley's work email address?

Jonathan Copley's professional email address is j*****@creati***.com

Who are Jonathan Copley's co-workers?

Jonathan Copley's colleagues are Peter Mallouk, Tom Zgainer, Marcella Patlán, Susan Guilford, Chatten Scruggs, Paul McArdle, Vince Clark, Allan Recht, Jacinda Torre, Angela Ahlvers, Jo Young, David Rogers, Jonathan Leeks, Brad Zaumseil, Jason Dohrman, Rhonda Jackson, Jason Dowell, David Osterberg, Angie Anderson, John Hagensen, Mark Deters, Brad Horn, Kristin Kopic, Benjamin Hake, Kara Feuerborn, James Reding, Mark Sutton, Cyndi Bishop, Millie Brink, Annie Presley, Lora Murphy, James Hall, Jameson Moulder, Clay Baker.

Jonathan's co-workers

Peter Mallouk

President & Chief Executive Officer

Tom Zgainer

Founder AB401k

Marcella Patlán

Client Services Coordinator

Susan Guilford

Front Desk Coordinator

Chatten Scruggs

CTO

Paul McArdle

Senior Administrative Training Coordinator

Vince Clark

Vice President Business Development

Allan Recht

Regional Vice President/Business Development

Jacinda Torre

Partner & Regional Vice President

Angela Ahlvers

Senior Account Coordinator at Creative Planning, LLC

Jo Young

Office Management Transition Coordinator

David Rogers

Director of Valuation Litigation Services

Jonathan Leeks

Director - Investment Analytics | Retirement

Brad Zaumseil

Tax Director

Jason Dohrman

Partner / Managing Director

Partner & Managing Director

Mark Deters

Managing Director at Lockton Retirement Services, an offering of Creative Planning

Brad Horn

Director of Valuations

Managing Director & Partner at Creative Planning, LLC

Mark Sutton

Tax Director

Cyndi Bishop

Managing Tax Director

Millie Brink

Director of Talent Acquisition

Annie Presley

Director of Practice Development - Sports & Entertainment

Lora Murphy

Partner/Managing Director at Creative Planning

James Hall

Partner & Managing Director

Jameson Moulder

Director of Medicare Advisors

Clay Baker

Managing Director

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