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Jonathan Long Cottrell

Mascoma Wealth Management

Portland, ME

Hanover, NH

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Current Employers
Mascoma Wealth Management

80 South Main Street Suite 103, Hanover, NH 03755 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2025-03-06
NH RA APPROVED 2024-04-05
  • ME RA
    APPROVED
    Since 2025-03-06
  • NH RA
    APPROVED
    Since 2024-04-05

Branch Locations

48 Free Street, 2Nd Floor, Portland, ME 04101 • United States

80 South Main Street Suite 103, Hanover, NH 03755 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Boston Financial Management Llc Portland ME 06/2022 04/2024
Clearstead Trust Pka Atlantic Trust Company Of Maine Portland ME 07/2016 06/2022
Mascoma Wealth Management Hanover NH 04/2024 Present
  • 06/2022 → 04/2024
    Boston Financial Management Llc
    Portland, ME
  • 07/2016 → 06/2022
    Clearstead Trust Pka Atlantic Trust Company Of Maine
    Portland, ME
  • 04/2024 → Present
    Mascoma Wealth Management
    Hanover, NH
Previous Registrations
  • 2022-08-24 → 2024-04-23
    Boston Financial Management Llc
    Portland, ME
    Boston, MA
  • 2014-01-23 → 2016-07-05
    Atlatnic Financial Services Of Maine, Llc
    Portland, ME
  • 2008-09-24 → 2010-07-21
    Charter Oak Capital Management
    Portsmouth, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-08
S63 Uniform Securities Agent State Law Examination 2000-09-20
  • S65 Uniform Investment Adviser Law Examination
    2022-08-08
  • S63 Uniform Securities Agent State Law Examination
    2000-09-20
Other Names
  • Jonathan L Cottrell

View on SEC IAPD

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Other Offices

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME
GREAT DIAMOND PARTNERS, LLC · PORTLAND, ME
HARBOR INVESTMENT ADVISORS · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · Portland, ME
MAINE SECURITIES CORPORATION · PORTLAND,, ME

More in Portland, ME

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