Jeffrey Blake Nowell
Investment adviser representative at Mascoma Wealth Management
18 yearsExperience
2 statesRegistered in
$567.8MFirm assets
11 yearsFirm in business
Are you Jeffrey Blake Nowell? Claim your profile
Contact this firm
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
18 years in the industry.
- Mascoma Wealth ManagementSep 2021 to now
- People's United Advisors, Inc.Nov 2008 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (NH, VT).
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
- 4395340
- Firm CRD
- 174907