Jonathan
Cottrell
Mascoma Wealth Management
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About this Advisor
Jonathan Cottrell is a financial advisor based in Hanover, New Hampshire, working with Mascoma Wealth Management. Jonathan has previously held positions at Boston Financial Management LLC, Clearstead Trust Pka Atlantic Trust Company Of Maine, Mascoma Wealth Management, and Atlantic Financial Services Of Maine, Inc. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Hampshire. Currently, Jonathan is part of Mascoma Wealth Management, which operates out of Hanover, New Hampshire. The firm has 2 offices and 9 employees. The firm manages assets totaling $435.3 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, and portfolio management for institutional clients. The fee structure at Mascoma Wealth Management includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mascoma Wealth Management Brokerage Details
$435,321,103
9
1,432
$303,995
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
Mascoma Wealth Management
Boston Financial Management LLC
Clearstead Trust Pka Atlantic Trust Company Of Maine
Atlantic Financial Services Of Maine, Inc
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 Mascoma Wealth Management
Hanover, NH
Hanover, NH
Hanover, NH
Burlington, VT
Hanover, NH
Hanover, NH
Hanover, NH
Portland, ME
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