Jeffrey Nowell has been an investment adviser representative at Mascoma Wealth Management since September 2021, and is not listed among the firm’s executive officers or direct owners.
Mascoma Wealth Management LLC is a Hanover, NH firm with $568M under management, 477 clients and 9 advisers across 3 offices, as of its February 2026 filing.
Jeffrey Nowell’s longest registration was 7 years at Ameriprise Financial Services, Inc. (2001–2008). Before joining Mascoma Wealth Management in 2021, Jeffrey Nowell was registered through People'S United Advisors, Inc. and Ameriprise Financial Services, Inc.
- Mascoma Wealth ManagementCurrent– present · 5 yearsBurlington, VT · Adviser representative · Firm CRD 174907
- People'S United Advisors, Inc.– · 3 yearsBurlington, VT · Adviser representative · Firm CRD 292454
- Ameriprise Financial Services, Inc.– · 7 yearsColchester, VT · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Jeffrey Nowell is registered as an investment adviser representative in 2 states. Each was approved in September 2021.
- New HampshireSince 30 September 2021
- VermontSince 24 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 February 2018 |
| Series 66 | Uniform Combined State Law Examination | 20 June 2001 |
| Series 7 | General Securities Representative Examination | 6 June 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Blake Nowell
- CRD
- 4395340
- Firm
- Mascoma Wealth Management · CRD 174907
- Office
- 180 BATTERY STREET, SUITE 205, Burlington, VT 05401
- Registration
- Investment adviser registration
- In the industry since
- December 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Nowell work?
Jeffrey Nowell is an investment adviser representative registered through Mascoma Wealth Management LLC since September 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Nowell a financial advisor?
Yes. Jeffrey Nowell has a current investment-adviser registration in New Hampshire and Vermont, through Mascoma Wealth Management since September 2021.
How many years of experience does Jeffrey Nowell have?
Jeffrey Nowell has 15 years in the financial industry, since December 2010, across 3 adviser firms.
What exams has Jeffrey Nowell passed?
Jeffrey Nowell has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in June 2001.
Where did Jeffrey Nowell work before Mascoma Wealth Management?
Before Mascoma Wealth Management, Jeffrey Nowell was registered through People'S United Advisors, Inc., April 2018 to September 2021; Ameriprise Financial Services, Inc., July 2001 to November 2008.
Where is Jeffrey Nowell based?
Jeffrey Nowell’s registered office is in Burlington, VT.
Is Jeffrey Nowell registered with FINRA?
No. Jeffrey Nowell has no current broker registration.
How can I verify Jeffrey Nowell’s record?
Search CRD 4395340 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Nowell’s full registration record.