Jonathan Edward Coughlin
Investment adviser representative at Flagship Harbor Advisors, LLC
13 yearsExperience
1 stateRegistered in
$3.4BFirm assets
15 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Flagship Harbor Advisors, LLCJun 2019 to now
- LPL FinancialJun 2019 to now
- Cantella & Co., Inc.Mar 2018 to Jun 2019
- AXA Advisors, LLCNov 2017 to Mar 2018
- Lending Club Patient SolutionsJun 2017 to Oct 2017
- LPL FinancialDec 2016 to Jan 2017
- Shepherd Financial PartnersDec 2016 to Jan 2017
- University of New HampshireSep 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MA).
Flagship Harbor Advisors, LLC
$3.4BAssets managed
7,373Clients
60Advisers
15 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
- 6738897
- Firm CRD
- 155733