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Jonathan Long Cottrell

Mascoma Wealth Management

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About Jonathan Long Cottrell

Jonathan Long Cottrell is a registered investment advisor representative with Mascoma Wealth Management in Hanover, NH. Jonathan has been working in the financial services industry since 2000. Jonathan has a strong background in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Prior to joining Mascoma Wealth Management, Jonathan worked at LINSCO/PRIVATE LEDGER CORP. in Portland, ME, and at NATIONAL FINANCIAL SERVICES LLC in Boston, MA. Jonathan is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.

Firm Information

Jonathan Cottrell is currently registered with Mascoma Wealth Management. Mascoma Wealth Management is a wealth management firm headquartered in Hanover, NH. They provide financial planning, portfolio management for individuals and businesses, and other advisory services. The firm manages approximately $435.3 million in assets for over 1,400 clients, including individuals, high-net-worth individuals, trusts/estates, charitable organizations, corporations, and pension/profit sharing plans.
Mascoma Wealth Management

80 SOUTH MAIN STREET

HANOVER, NH 03755

$435.32M

Assets Under Management

3

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Cottrell’s Registration & Firm History

NH

04/05/2024 - Present

Mascoma Wealth Management (HANOVER NH)

ME

06/14/2007 - 10/03/2007

LINSCO/PRIVATE LEDGER CORP. (PORTLAND ME)

MA

05/18/2000 - 07/12/2005

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 08/08/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/20/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/17/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Long Cottrell.
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