Jason
Haviland
Cottage Street Advisors
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About this Advisor
Jason Haviland is a chartered financial analyst operating out of Nashua, New Hampshire with 6 years of industry experience. Haviland is currently employed by Cottage Street Advisors. Throughout their career, they have worked at Cottage Street Advisors, J. Bradford Investment Management and Fidelity Investments. Haviland holds a Series 63 license, designating them as a securities agent, and is able to advise clients in Massachusetts, New Hampshire and Texas. Cottage Street Advisors is an advisory business based out of Marion, MA. It has offices in two locations and just three financial advisors. It administers $191 million in assets across its 114 accounts, placing it among the mid-sized firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 114 accounts, 40% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Cottage Street Advisors offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars and other services. Financial advisory fee schedules usually depend on the type of financial services. However, fees charged by Cottage Street Advisors most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cottage Street Advisors Brokerage Details
$190,575,937
3
114
$1,671,719
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
Jason has been registered as a financial advisor for 6 years.*
Cottage Street Advisors
J. Bradford Investment Management
Fidelity Investments
*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 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 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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