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Jason Haviland
J. Bradford Investment Management
Jason Haviland
Location:Nashua, NH, 03064
Experience:22+ years of experience
Minimum portfolio requirement
(including stock grants):
Credentials/Education: CFA: Chartered Financial Analyst
Other Certifications:CEBS - Certified Employee Benefits Specialist
Fee structure(s):Hourly
Percentage of assets
Fixed Fee
Fee only
Services offered:Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Education Funding
Equity Comp. Planning
StockOpter Analysis
Practice and Approach
We are an independent, fee-only, fiduciary firm based in New Hampshire that works throughout New England and nationwide exclusively and diligently for the best interests of our clients.

We specialize in stock options, private equity and aligning your investments to your beliefs with portfolios that can be constructed with companies that are environmentally friendly, socially responsible and with strong corporate governance.
Please read the terms and conditions of the service before continuing.
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