Jonathan Fecko (CRD# 6685248) is an Investment Advisor Representative working at Potomac Fund Management in Littleton, CO and has over 7 years of experience in the finance industry. Jonathan Fecko has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Potomac Fund Management Inc. | Denver, CO | Jan 2023 - Current | 1 |
| Frontier Asset Management | Denver, CO | Jul 2017 - Jan 2023 | 5 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Jul 2016 - Jul 2017 | 1 |
| University Of Colorado Boulder | Boulder, CO | Aug 2012 - May 2016 | 3 |
| Network Search Associates | Boulder, CO | Apr 2015 - Apr 2016 | 1 |
| Tf Asset Management | Sewickley, PA | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2016 |
- CO
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Total Assets Under Management1,393MILLIONS
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Total Number of Accounts2,289ACCOUNTS
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Average Account Value$608,637
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Publication of periodicals or newsletters
AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, MA, MD, MI, NC, NE, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA
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