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JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

CRD 174433 · SEC 801-80927

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200 BERKELEY STREET, BOSTON, MA, 02116, United States

Phone

617-572-0109

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.20B

Discretionary AUM

$2.20B

Team

149 total employees; 15 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals35247$1.79B
High net worth individuals342$411.4M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD