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JC

Jonathan Copley

Director, Client Engagement - Private Wealth @Creative Planning

Houston, TX, US

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Mar 2023 — Present

Director, Client Engagement - Private Wealth @Creative Planning

Houston, TX, US

EDUCATION

2011 — 2015

Texas State University

Bachelor of Business Administration (B.B.A.)

ABOUT JONATHAN COPLEY

Director, Client Engagement at Creative Planning

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