JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

200 Berkeley Street
Boston, Massachusetts 02116
Tel: 617-572-0109

About JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC, formally registered with the SEC as JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC. The firm was established in 02/13/2015. They have over 1 offices throughout the country.

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $1,851,515,819 assets under management, offering retirement planning & investment advisory services to 27727 clients. The firm is staffed with 149 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174433
SEC#	801-80927
Assets Managed by Firm	$1,851,515,819
No. of Clients	27727
No. of Advisors	149

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	27727	$1,851,515,819
Individuals (other than high net worth individuals)	27493	$1,590,515,168
High net worth individuals	234	$261,000,651

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