TrueAdvisor
TrueAdvisor
JC
JC

Jonathan Richard Ciampa

Potomac Fund Management
12 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Potomac Fund Management
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
1,408 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.9B

Fee Structure

Financial Planning:Investment management only

Location

777 Brickell Ave., Suite #500-9455, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jonathan works full-time as an Investment Advisor Representative (IAR) with Potomac Fund Management, focusing on external sales.

Employment History
Current Registrations
Potomac
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Ceros Financial Services, INC.Broker
April 2022 - February 2023 · 10 mos
Bts Asset Management, INC.
May 2014 - March 2022 · 7 yrs 10 mos
Bts Securities CorporationBroker
June 2012 - March 2022 · 9 yrs 9 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.