firm profile
John Hancock Personal Financial Services, LLC
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
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 6
- Douglas J Comer President, Director CRD 4887129
- Robert Joseph Hartigan Chief Compliance Officer CRD 2931786
- William Adam Auger Chief Financial Officer CRD 7032000
3 more executive officers, with direct contact details
Advisory reps 3 of 64
- Douglas Eugene Allen Registered Rep · Investment Adviser Rep CRD 3121230
- Giacomo Francesco Armiento Investment Adviser Rep CRD 7830021
- Robert Edward Bailow III Registered Rep · Investment Adviser Rep CRD 2331108
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
- SEC registered
- Registered in 53 jurisdictions
- Website: johnhancock.com/investing.html
Every state, with registration dates
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