Jonathon S. Forcheskie

COPELAND CAPITAL MANAGEMENT

Conshohocken, PA 19428

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CRD#: 6795709

Professional summary

Jonathon Steven Forcheskie, who also goes by Jonathon Forcheskie, Jon Steven Forcheskie, Jonathan Forcheskie, is a registered financial advisor currently at COPELAND CAPITAL MANAGEMENT, LLC located in Conshohocken, Pennsylvania and VIGILANT DISTRIBUTORS, LLC located in Conshohocken, Pennsylvania.

Jonathon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Jonathon has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathon Forcheskie | Jon Steven Forcheskie | Jonathan Forcheskie

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Copeland Capital Management LLC, Investment Related, 161 Washington Street, Conshohocken, PA 19428, Asset Manager, Associate Regional Directorm, started 10/19, 40 hours/week, Internal Wholesaler LLC for Real estate Property located at 149 Jamestown Ave, Philadelphia PA 19127. Start Date: September 2024. 0 hours devote to the other business during securities trading hours. A property manager that takes care of the day-to-day needs of the property and tenants.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathon Steven Forcheskie's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 8, 2019 - Present

COPELAND CAPITAL MANAGEMENT, LLC

Office #1: 161 Washington Street Floor 11, Suite 1111, Conshohocken, PA 19428

RIA

CRD#: 135822

Conshohocken, PA

Current

January 19, 2022 - Present

VIGILANT DISTRIBUTORS, LLC

Office #1: 161 Washington Street Suite 1325, Conshohocken, PA 19428

CRD#: 285573

Conshohocken, PA

Past

November 7, 2019 - December 31, 2021

NORTHERN LIGHTS DISTRIBUTORS, LLC

CRD#: 126159

ELKHORN, NE

Past

January 22, 2019 - October 31, 2019

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

CONSHOHOCKEN, PA

Past

August 27, 2018 - October 31, 2019

RBC CAPITAL MARKETS, LLC

CRD#: 31194

CONSHOHOCKEN, PA

Past

June 19, 2017 - August 28, 2018

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COPELAND CAPITAL MANAGEMENT, LLC

CRD#: 135822 / SEC#: 801-68586

RIA

Registered Investment Advisory firm - (11/19/2007 Approved)

Massachusetts

Registered Investment Advisory firm - (1/7/2008 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

California
(11/8/2019)

IAR

Colorado
(11/8/2019)

IAR

Massachusetts
(12/11/2019)

IAR

Pennsylvania
(11/8/2019)

Pennsylvania
(1/19/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/22/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/31/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/19/2017

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

COPELAND CAPITAL MANAGEMENT, LLC

CRD#: 135822 / SEC#: 801-68586

RIA

Registered Investment Advisory firm - (11/19/2007 Approved)

Massachusetts

Registered Investment Advisory firm - (1/7/2008 Terminated)

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Contact information

Main Address

161 Washington Street Suite 1325, Conshohocken, PA 19428

Mailing Address

Phone number

(484) 351-3700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2B (2/25/2025)

ADV PART 2A (2/25/2025)

Regulatory assets under management

Total Number of Accounts	2,599
AUM (Assets Under Management)	$ 4,947,657,452

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jonathon S. Forcheskie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathon Steven Forcheskie's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIGILANT DISTRIBUTORS, LLC

NORTHERN LIGHTS DISTRIBUTORS, LLC

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

COPELAND CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/22/2019

Series 63

Date: 7/31/2017

SIE

Date: 10/1/2018

Series 7

Date: 6/19/2017

FINRA

Current Firm

COPELAND CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COPELAND CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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