Jason
Haviland
Cottage Street Advisors
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About this Advisor
Jason Haviland is a financial advisor based in Nashua, New Hampshire, working with Cottage Street Advisors. Jason has previously held positions at Cottage Street Advisors, Fidelity Investments, and J. Bradford Investment Management. Jason has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts, New Hampshire, and Texas. Currently, Jason is part of Cottage Street Advisors, which operates out of Nashua, New Hampshire. The firm has one office and three employees. The firm manages assets totaling $237.9 million 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, pension consulting services, educational seminars, and other services. The fee structure at Cottage Street Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cottage Street Advisors Brokerage Details
$237,945,313
3
127
$1,873,585
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
Jason Haviland Work History
Cottage Street Advisors
J. Bradford Investment Management
Fidelity Investments
Disclosures
Please visit the SEC profile of Jason Haviland 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 Cottage Street Advisors
Nashua, NH
Marion, MA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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