Jonathan Long Cottrell
Investment adviser representative at Mascoma Wealth Management
10 yearsExperience
2 statesRegistered in
$567.8MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Mascoma Wealth ManagementApr 2024 to now
- Boston Financial Management LLCJun 2022 to Apr 2024
- Clearstead Trust Pka Atlantic Trust Company of MaineJul 2016 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (ME, NH).
Mascoma Wealth Management
Legal name: Mascoma Wealth Management LLC
$567.8MAssets managed
477Clients
11Advisers
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
- 4141180
- Firm CRD
- 174907