TD Bank - Jonathan Ocampo - Relationship Manager Relationship Manager
(718) 753-8635
Registered Address
1 Vanderbilt Avenue
23rd floor
New York, NY 10017
US
See you in a bit
About Jonathan Ocampo - Relationship Manager
As a Private Client Relationship Manager, Jonathan delivers TD Wealth’s full offering of private client banking, lending, investment, trust, and estate services to high-net-worth individuals in his market. He works closely with each client to assess their needs and develop a comprehensive plan focused on their financial goals. In executing upon this strategy, He leverages the resources of TD Wealth and TD Bank to assemble a team of specialists to fulfill the many needs of each client. As the primary point of contact, He develops an extensive relationship with each client and works closely with the team assembled to support their needs.
Prior to joining TD Wealth in 2023, Jonathan held roles as a Wealth Relationship Manager at Citi and as a Financial Advisor at Santander bank.
Jonathan Ocampo is a graduate of the Kean University with a Finance degree in 2010. He currently holds His FINRA Series 7, 63, and 65 registrations.
Prior to joining TD Wealth in 2023, Jonathan held roles as a Wealth Relationship Manager at Citi and as a Financial Advisor at Santander bank.
Jonathan Ocampo is a graduate of the Kean University with a Finance degree in 2010. He currently holds His FINRA Series 7, 63, and 65 registrations.
Languages available
English
Services
- Mortgages and Home Equity Lines
- Custom Credit
- Financial Planning
- Investment Management Services
- Trust & Estate Planning
- Institutional Services
- Private Client Banking
Registrations
- Series 7An individual who passes the Series 7 exam is qualified for the solicitation, purchase and/or sale of all securities products, including corporate securities, municipal fund securities, options, direct participation programs, investment company products and variable contracts.
- Series 63The Series 63 is a securities exam and license entitling the holder to solicit orders for any type of security in a particular state, that they are registered in
- Series 65The Series 65 is an exam and securities license required by most US states for individuals to act as investment advisers.
Education
Jonathan Ocampo is a graduate of the Kean University with a Finance degree in 2010.
Jonathan Ocampo - Relationship Manager can meet at these stores
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