Jason Haviland
Cottage Street Advisors · Nashua, New Hampshire
Jason Haviland is a fee-only financial advisor at Cottage Street Advisors in Nashua, New Hampshire, who holds the CFA credential. Cottage Street Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Ultra high net worth
Facts
| Firm | Cottage Street Advisors |
|---|---|
| Based in | Nashua, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $333.8M across 405 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA, NH, TX · CRD 2823314 |
| Exams passed | Series 63 (1997) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | cottagestreetadvisors.com |
| Profile |
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Questions about Jason
Is Jason Haviland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Cottage Street Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Cottage Street Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Jason work with clients virtually?
Yes. Cottage Street Advisors says on its website that it works with clients remotely.
Where is Jason Haviland based?
Jason Haviland is based in Nashua, New Hampshire.
What credentials does Jason Haviland hold?
Jason Haviland holds the CFA credential.
Is Jason Haviland registered with the SEC?
Yes. Jason Haviland is registered as an investment adviser representative in MA, NH and TX (CRD 2823314), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cottage Street Advisors manage?
Cottage Street Advisors reports $333.8M across 405 accounts in assets under management.
How do I contact Jason Haviland?
Through Jason's website, cottagestreetadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Cottage Street Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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