Jonathan
Cottrell

Boston Financial Management LLC

CRD#4141180
Investment Advisor
in Portland, ME

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About this Advisor

Jonathan Cottrell is a financial advisor working in Portland, Maine with a total of 1 year of relevant experience. Cottrell currently works for Boston Financial Management LLC. Cottrell has gained experience at Boston Financial Management LLC, Clearstead Trust Pka Atlantic Trust Company Of Maine, Atlantic Financial Services Of Maine, Inc and Norway Savings Asset Management Group. Cottrell has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Maine and Massachusetts. Boston Financial Management LLC is a financial advisory company that has its headquarters in Boston, MA. It has offices in three locations and a total of 51 people on staff. It administers $4 billion in assets between its 2,820 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 37 charities and foundations. Of its 2,820 client accounts, 58% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules are based on which services the firm provides the client. However, fee types charged by Boston Financial Management LLC likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 Commercial Street Suite 200
Portland, ME 04101

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Boston Financial Management LLC Brokerage Details

Total Assets Under Management

$3,682,804,638

ME Average: $16,012,751,954
Total Number of Employees

51

ME Average: 118
Total Number of Accounts

2,820

ME Average: 4,567
Average Account Size

$1,305,959

ME Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Jonathan Cottrell Work History

Jonathan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Boston Financial Management LLC

2016 - 2022 (6 years)

Clearstead Trust Pka Atlantic Trust Company Of Maine

2014 - 2016 (2 years)

Atlantic Financial Services Of Maine, Inc

2010 - 2013 (3 years)

Norway Savings Asset Management Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jonathan Cottrell 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 Boston Financial Management LLC

Yvan Bodart
Boston, MA
Louis Crosier
Boston, MA
Susan Black
Boston, MA
Donna Scotti
Boston, MA
Rylee Clarkin
Boston, MA
Brad Weafer
Boston, MA
Jonathan Lynch
Boston, MA
Katie Exchange
Portland, ME

The content in this profile was updated by SmartAsset on 4/16/2023. 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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