Jason B. Haviland

COTTAGE STREET ADVISORS

NASHUA, NH

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CRD#: 2823314

Professional summary

Jason Bradford Haviland is a registered financial advisor currently at COTTAGE STREET ADVISORS located in Nashua, New Hampshire.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jason has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1)NAME OF OBA: CONSULTANT FOR ASSET SPROUT ADDRESS OF OBA: DENVER, COLORADO NATURE: ASSETSPROUT IS A START-UP SOFTWARE COMPANY BUILDING BACK OFFICE OPERATIONS AND FINANCIAL PLANNING SOFTWARE. O AM PROVIDING STRATEGIC INPUT AND USABILITY FEEDBACK ON THE PRODUCTS AND PRODUCT ROADMAP. INVESTMENT RELATED: YES, INDIRECTLY. TITLE WITH OBA: CONSULTANT/ADVISORY BOARD DUTIES: REVIEW SOFTWARE AND PROVIDE FEEDBACK ON FEATURES, FUNCTIONS AND CAPABILITIES AS WELL AS PRICING STRUCTURES AND MODELS. START DATE: 2/28/2023 APPROX. NUMBER OF HOURS/MONTH: 3 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Bradford Haviland's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 24, 2017 - Present

COTTAGE STREET ADVISORS

RIA

CRD#: 173487

NASHUA, NH

Past

March 31, 2016 - December 31, 2017

J BRADFORD INVESTMENT MANAGEMENT

RIA

CRD#: 282772

Nashua, NH

Past

December 5, 1996 - December 31, 2002

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COTTAGE STREET ADVISORS

COTTAGE STREET ADVISORS | COTTAGE STREET ADVISORS, LLC

CRD#: 173487 / SEC#: 801-80574

RIA

Registered Investment Advisory firm - (11/25/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(11/21/2017)

IAR

New Hampshire
(10/24/2017)

IAR

Texas
(4/9/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/9/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/3/1996

General Securities Representative Examination

Current Firm

COTTAGE STREET ADVISORS

COTTAGE STREET ADVISORS | COTTAGE STREET ADVISORS, LLC

CRD#: 173487 / SEC#: 801-80574

RIA

Registered Investment Advisory firm - (11/25/2014 Approved)

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Contact information

Main Address

9 Cottage Street, Marion, MA 02738

Mailing Address

P.o. Box 249, Marion, MA 02738

Phone number

(508) 748-0709

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

03 06 2025 CSA FORM ADV PART 2A AND 2B FINAL (3/6/2025)

Regulatory assets under management

Total Number of Accounts	363
AUM (Assets Under Management)	$ 290,229,456

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/25/2025	Cover Page	Report
01/18/2024	Cover Page	Report
03/31/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jason B. Haviland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Bradford Haviland's CRS (Customer Relationship Summary).

Certified licenses

Experience

COTTAGE STREET ADVISORS

J BRADFORD INVESTMENT MANAGEMENT

FIDELITY DISTRIBUTORS COMPANY LLC

Primary Firm SEC Registration

COTTAGE STREET ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 1/9/1997

Series 7

Date: 12/3/1996

Current Firm

COTTAGE STREET ADVISORS

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COTTAGE STREET ADVISORS

TRUST BUT VERIFY

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