Jonathan Cottrell has been an investment adviser representative at Mascoma Wealth Management since April 2024, 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.
Jonathan Cottrell’s longest registration is the current one, 2 years at Mascoma Wealth Management since 2024. Before joining Mascoma Wealth Management in 2024, Jonathan Cottrell was registered through Boston Financial Management LLC and Atlatnic Financial Services of Maine, LLC.
- Boston Financial Management LLC– · 1 yearPortland, ME · Adviser representative · Firm CRD 112360
- Atlatnic Financial Services of Maine, LLC– · 2 yearsPortland, ME · Adviser representative · Firm CRD 169358
- Charter Oak Capital Management– · 1 yearKennebunk, ME · Adviser representative · Firm CRD 120870
Investment adviser representative registrations
Jonathan Cottrell is registered as an investment adviser representative in 2 states. The first approvals date from April 2024; the most recent is Maine, in March 2025.
- MaineSince 6 March 2025
- New HampshireSince 5 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 August 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 September 2000 |
| Series 7 | General Securities Representative Examination | 17 May 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan Long Cottrell
- CRD
- 4141180
- Firm
- Mascoma Wealth Management · CRD 174907
- Registration
- Investment adviser registration
- In the industry since
- May 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan Cottrell work?
Jonathan Cottrell is an investment adviser representative registered through Mascoma Wealth Management LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Cottrell a financial advisor?
Yes. Jonathan Cottrell has a current investment-adviser registration in Maine and New Hampshire, through Mascoma Wealth Management since April 2024.
How many years of experience does Jonathan Cottrell have?
Jonathan Cottrell has 8 years in the financial industry, since May 2018, across 4 adviser firms.
What exams has Jonathan Cottrell passed?
Jonathan Cottrell has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in May 2000.
Where did Jonathan Cottrell work before Mascoma Wealth Management?
Before Mascoma Wealth Management, Jonathan Cottrell was registered through Atlatnic Financial Services of Maine, LLC, January 2014 to July 2016; Charter Oak Capital Management, September 2008 to July 2010.
Is Jonathan Cottrell registered with FINRA?
No. Jonathan Cottrell has no current broker registration.
How can I verify Jonathan Cottrell’s record?
Search CRD 4141180 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Cottrell’s full registration record.