Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Forbes Fecko is a financial advisor who is registered with the state of Colorado. Jonathan has been in the industry since 2016 and has experience working with both individuals and investment companies. Jonathan works with Potomac Fund Management and has worked previously with Vanguard Marketing Corporation. Jonathan has passed the Series 6, Series 63 and SIE exams and has a designation as a Certified Financial Planner. Jonathan is located in Miami, Florida.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
02/22/2023 - Present
Potomac Fund Management (LITTLETON CO)
AZ
08/09/2016 - 08/09/2017
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 08/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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