Jonathan
Coughlin
Flagship Harbor Advisors, LLC
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About this Advisor
Jonathan Coughlin is a financial advisor based in Boston, Massachusetts, working with Flagship Harbor Advisors, LLC. Jonathan has previously held positions at Jcsi Corporate Staffing, Second Generation Energy, LLC, Shepherd Financial Partners, University Of New Hampshire, Lending Club Patient Solutions, Lpl Financial, Axa Advisors, LLC, Cantella & Co., Inc, and Flagship Harbor Advisors, LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Jonathan is part of Flagship Harbor Advisors, LLC, which operates out of Boston, Massachusetts. The firm has 36 offices and 58 employees. The firm manages assets totaling $2.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Flagship Harbor Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Flagship Harbor Advisors, LLC Brokerage Details
$2,448,936,619
58
12,625
$193,975
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jonathan Coughlin Work History
Lpl Financial
Flagship Harbor Advisors, LLC
Flagship Harbor Advisors, LLC
Cantella & Co., Inc
Lending Club Patient Solutions
Axa Advisors, LLC
Shepherd Financial Partners
Lpl Financial
Second Generation Energy, LLC
Jcsi Corporate Staffing
University Of New Hampshire
Disclosures
Please visit the SEC profile of Jonathan Coughlin 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 Flagship Harbor Advisors, LLC
Boston, MA
Boston, MA
Boston, MA
Yarmouth, ME
Boston, MA
Boston, MA
Austin, TX
Yarmouth, ME
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