Jeffrey B. Nowell

MASCOMA WEALTH MANAGEMENT

BURLINGTON, VT 05401

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CRD#: 4395340

Professional summary

Jeffrey Blake Nowell, who also goes by Jeff Blake Nowell, is a registered financial advisor currently at MASCOMA WEALTH MANAGEMENT located in Burlington, Vermont.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jeffrey has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Blake Nowell

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Blake Nowell'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

September 24, 2021 - Present

MASCOMA WEALTH MANAGEMENT

Office #1: 180 Battery Street, Burlington, VT 05401

RIA

CRD#: 174907

BURLINGTON, VT

Past

April 5, 2018 - September 10, 2021

PEOPLE'S UNITED ADVISORS, INC.

RIA

CRD#: 292454

Burlington, VT

Past

July 13, 2001 - November 7, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

COLCHESTER, VT

Past

June 11, 2001 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

June 11, 2001 - November 7, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

COLCHESTER, VT

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".

MASCOMA WEALTH MANAGEMENT

MASCOMA WEALTH MANAGEMENT | MASCOMA WEALTH MANAGEMENT LLC

CRD#: 174907 / SEC#: 801-80982

RIA

Registered Investment Advisory firm - (2/19/2015 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

New Hampshire
(9/30/2021)

IAR

Vermont
(9/24/2021)

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

IAR

Series 65

Date: 2/16/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/20/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 6/6/2001

General Securities Representative Examination

Current Firm

MASCOMA WEALTH MANAGEMENT

MASCOMA WEALTH MANAGEMENT | MASCOMA WEALTH MANAGEMENT LLC

CRD#: 174907 / SEC#: 801-80982

RIA

Registered Investment Advisory firm - (2/19/2015 Approved)

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Contact information

Main Address

80 South Main Street, Hanover, NH 03755

Mailing Address

Phone number

(603) 676-8813

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MASCOMA WEALTH MANAGEMENT LLC PART 2A (9/30/2025)

Regulatory assets under management

Total Number of Accounts	1,127
AUM (Assets Under Management)	$ 504,692,004

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/07/2025	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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Advisor Monitoring

Firm Stability Insights

Jeffrey B. Nowell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Blake Nowell's CRS (Customer Relationship Summary).

Certified licenses

Experience

PEOPLE'S UNITED ADVISORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

MASCOMA WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 2/16/2018

Series 66

Date: 6/20/2001

Series 7

Date: 6/6/2001

Current Firm

MASCOMA WEALTH MANAGEMENT

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MASCOMA WEALTH MANAGEMENT

TRUST BUT VERIFY

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