Jason Bradford Haviland
Investment adviser representative at Cottage Street Advisors
10 yearsExperience
3 statesRegistered in
CFADesignation
$333.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cottage Street AdvisorsOct 2017 to now
- J. Bradford Investment ManagementJan 2016 to Dec 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, TX).
Cottage Street Advisors
Legal name: Cottage Street Advisors, LLC
$333.8MAssets managed
135Clients
2Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2823314
- Firm CRD
- 173487