Jonathan M. Copley is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2022-01-14 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2019-04-29 | 2021-12-14 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2016-09-13 | 2019-04-22 | — |
| TD AMERITRADE, INC. | 2016-09-13 | 2019-04-22 | — |