Jonathan
Fecko

Potomac Fund Management

CRD#6685248
Investment Advisor
in Miami, FL

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About this Advisor

Jonathan Fecko is a financial advisor based in Miami, Florida, working with Potomac Fund Management. Jonathan has previously held positions at the University Of Colorado Boulder, The Vanguard Group, Inc, Network Search Associates, Tf Asset Management, Potomac Fund Management Inc, and Frontier Asset Management. Jonathan has passed the Series 63 regulatory exam and is registered to provide services in Colorado. Currently, Jonathan is part of Potomac Fund Management, which operates out of Miami, Florida. The firm has 24 employees and manages assets totaling $1.4 billion. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for investment companies, and the publication of newsletters. The fee structure at Potomac Fund Management includes asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees

Office Location

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

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Potomac Fund Management Brokerage Details

Total Assets Under Management

$1,393,170,206

FL Average: $1,855,561,029
Total Number of Employees

24

FL Average: 62
Total Number of Accounts

2,289

FL Average: 2,474
Average Account Size

$608,637

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Publication of periodicals or newsletters

Jonathan Fecko Work History

2023 - Present (1 year)

Potomac Fund Management Inc

2017 - 2023 (6 years)

Frontier Asset Management

2016 - 2017 (1 year)

The Vanguard Group, Inc

2015 - 2016 (1 year)

Network Search Associates

2014 - 2014 (< 1 year)

Tf Asset Management

2012 - 2016 (4 years)

University Of Colorado Boulder

Disclosures

Please visit the SEC profile of Jonathan Fecko to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Potomac Fund Management

Wes Mccrimmon
Miami, FL
Jonathon Lovingood
Miami, FL
Linwood Reynolds
Salem, VA
Michael Rogers
Texarkana, TX
Jonathan Fecko
Miami, FL
Jon Ferraiolo
Miami, FL
Kolby White
Henrico, VA
Emilio Estrada
Miami, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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