Skip to main content
firm profile

John Hancock Personal Financial Services, LLC

RIA Boston, MA CRD 174433 Last verified October 2026

Overview

John Hancock Personal Financial Services, LLC is an SEC registered investment adviser based in Boston, MA, registered since 2015. It reports $2.2B in assets under management across 35,589 accounts, with 149 employees. It has 64 investment adviser representatives.

Reported AUM
$2.2B
Discretionary
100%
Accounts
35,589
Average account
$61.8K
Employees
149
Advisory reps
64
Registered since
2015
Jurisdictions
53

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Educational Seminars
  • Financial Planning
  • Individuals or Small Business
Client types
  • High Net Worth Individuals
  • Individuals
Fee structure
Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 6

3 more executive officers, with direct contact details

Advisory reps 3 of 64

61 more advisory reps, with emails, phones and branch locations

Location

Headquarters
200 Berkeley St
Boston, MA 02116
County
Suffolk
Metro area
Boston-Cambridge-Newton, MA-NH
Region
Northeast

Registrations

Every state, with registration dates

Similar firms near Boston

request a demo

See what we have on John Hancock Personal Financial Services, LLC

We'll walk you through the full profile and how to find more firms like this one.

Enter your first name.

Enter your last name.

Enter a work email, like you@firm.com.

Enter your company.

Sign in Request a demo