Jason
Haviland

Cottage Street Advisors

CRD#2823314
Investment Advisor
in Nashua, NH

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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

Series 63, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Nashua, NH

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Cottage Street Advisors Brokerage Details

Total Assets Under Management

$237,945,313

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

3

NH Average: 118
Total Number of Accounts

127

NH Average: 4,567
Average Account Size

$1,873,585

NH Average: $3,506,186

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

2017 - Present (7 years)

Cottage Street Advisors

2016 - 2017 (1 year)

J. Bradford Investment Management

1995 - 2016 (21 years)

Fidelity Investments

Created with Highcharts 6.0.7

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

Jason Haviland
Nashua, NH
Michael Davis
Marion, MA

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