Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Ciampa is an investment advisor representative with Potomac Fund Management. Jonathan has been in the securities industry for over 10 years and has experience with a variety of investment products and services. Jonathan holds the Series 6, 63, and 65 securities licenses. Jonathan has been employed with Potomac Fund Management since 2023. Previously, Jonathan was employed with Ceros Financial Services, Inc. and BTS Securities Corporation.
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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2
FL
03/04/2024 - Present
Potomac Fund Management (MIAMI FL)
MD
04/05/2022 - 02/06/2023
CEROS FINANCIAL SERVICES, INC. (ROCKVILLE MD)
MA
06/06/2012 - 03/07/2022
BTS SECURITIES CORPORATION (LINCOLN MA)
IA
Issued 09/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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