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Jonathan Brooks Marston

CANTELLA & CO., INC.·MALDEN, Massachusetts
SIE, Series 4, Series 6, Series 6TO, Series 7, Series 7TO, Series 24, Series 63Clean recordCANTELLA & CO., INC.
389 MAIN STREET, 1ST FL., MALDEN, MA 02148CRD# 1502259Firm CRD# 13905

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Brooks Marston · MALDEN, MA
Registration
CRD #1502259 · CANTELLA & CO., INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 6
Series 6TO
Series 7
Series 7TO
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CANTELLA & CO., INC.
CRD 13905 · SEC 801-60841
AUM
$1.9B
Regulatory assets under management
Employees
197
5,665 client accounts
Services offered by CANTELLA & CO., INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CANTELLA & CO., INC. →
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Frequently Asked Questions

What services does Jonathan Brooks Marston offer?
Jonathan Brooks Marston specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MALDEN, Massachusetts for a consultation.
What are Jonathan Brooks Marston's credentials?
Jonathan Brooks Marston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Brooks Marston located?
Jonathan Brooks Marston is based in MALDEN, Massachusetts, working with CANTELLA & CO., INC.. Their office serves clients in the MALDEN metropolitan area and surrounding communities.
How does Jonathan Brooks Marston charge for services?
Jonathan Brooks Marston's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CANTELLA & CO., INC.?
CANTELLA & CO., INC. has approximately 197 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CANTELLA & CO., INC.

Jennie L Devlin
MALDEN, MA
David Alan Doshier
MALDEN, MA
James Michael Freeman
MALDEN, MA
Jonathan Lanstein
MALDEN, MA
William Hadley Mcevoy
MALDEN, MA
Sheelagh Howett
MALDEN, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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