Jonathan Coughlin (CRD# 6738897) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Boston, MA and has over 6 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Flagship Harbor Advisors, LLC | Boston, MA | Oct 2019 - Current | 4 |
| Lpl Financial | Boston, MA | Jun 2019 - Current | 4 |
| Flagship Harbor Advisors, LLC | Boston, MA | Jun 2019 - Current | 4 |
| Cantella & Company, Inc. | Boston, MA | Mar 2018 - Jun 2019 | 1 |
| Axa Advisors, LLC | New York, NY | Nov 2017 - Mar 2018 | < 1 |
| Lending Club Patient Solutions | Westborough, MA | Jun 2017 - Oct 2017 | < 1 |
| University Of New Hampshire | Durham, NH | Sep 2013 - May 2017 | 3 |
| Shepherd Financial Partners | Winchester, MA | Dec 2016 - Jan 2017 | < 1 |
| Lpl Financial | Boston, MA | Dec 2016 - Jan 2017 | < 1 |
| Second Generation Energy, LLC | Milford, MA | Jun 2015 - Sep 2015 | < 1 |
| Jcsi Corporate Staffing | Grafton, MA | Jul 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
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Total Assets Under Management2,449MILLIONS
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Total Number of Accounts12,625ACCOUNTS
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Average Account Value$193,975
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