Jonathan Ocampo
Investment Adviser Representative at Santander Securities
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan Ocampo is an investment adviser representative with Santander Securities in Brooklyn, NY, where they have been registered since 2026. They have worked in the securities industry since 2011 and have been registered with 4 firms, including TD Private Client Wealth LLC and Citigroup Global Markets Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New York.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
3 states and territories
New Jersey, New York, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Santander Bank, NAJun 2014 – Feb 2018Boston, MA
- Santander Securities, LLCApr 2016 – Feb 2018Dorchester, MA
- Investors BANKFeb 2018 – Jun 2019Cranford, NJ
- Cetera Investment Advisers LLCFeb 2018 – Jun 2019Cranford, NJ
- Cetera Investment Services LLCFeb 2018 – Jun 2019St. Cloud, MN
- Citigroup Global Markets Inc.Jul 2019 – Jul 2023New York, NY
- TD Bank N.A.Jul 2023 – Mar 2026Brooklyn, NY
- TD Private Client Wealth LLCJul 2023 – Mar 2026Brooklyn, NY
- Santander Bank, NAMar 2026 – no end date reportedBoston, MA
- Santander Securities, LLCMar 2026 – no end date reportedBoston, MA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Santander Securities
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personalized financial planning, globally diversified funds and comprehensive portfolios, retirement accounts, savings accounts, insurance, debt consolidation, advisory accounts, tax-efficient investing guidance, wealth transfer planning, and term life insurance through a partnership with Ladder
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 159
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Boston, MA
- SEC file number:
- 801-56796
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 17, 2026
View full firm profileOther advisors at Santander Securities
Showing 12 of 159 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Ocampo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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