Connor
Jackson

John Hancock Investment Management LLC

CRD#6443043
Investment Advisor
in Boston, MA

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About this Advisor

Connor Jackson is a financial advisor working out of Boston, Massachusetts with 1 year of industry experience. Jackson is on the advisory team at John Hancock Investment Management LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Catalina Investments, Albertsons LLC, University Of Arizona, Bank Of America, N.A, John Hancock and John Hancock Investment Management Distributors LLC. Jackson holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona and Massachusetts. John Hancock Investment Management LLC is a company operating out of Boston, MA. It handles $182 billion in assets between its 22,073 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. John Hancock Investment Management LLC has a set of services, including portfolio management for individuals and small businesses and portfolio management for investment companies. Fees charged by financial advisors depend on the type of financial services. However, fee types billed by John Hancock Investment Management LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

200 Berkeley St.
Boston, MA 02116-5022

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John Hancock Investment Management LLC Brokerage Details

Total Assets Under Management

$181,758,139,852

MA Average: $16,012,751,954
Total Number of Employees

394

MA Average: 118
Total Number of Accounts

22,073

MA Average: 4,567
Average Account Size

$8,234,410

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies

Connor Jackson Work History

Connor has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

John Hancock

2022 - Present (2 years)

John Hancock Investment Management Distributors LLC

2016 - 2022 (6 years)

Bank Of America, N.A

2015 - 2022 (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2015 (< 1 year)

Catalina Investments

2011 - 2015 (4 years)

University Of Arizona

2009 - 2014 (5 years)

Albertsons LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Connor Jackson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at John Hancock Investment Management LLC

Ryan Ulrich
Boston, MA
Richard Lamonica
Boston, MA
Scott Brandies
Yardley, PA
Glen Gibbons
Boston, MA
Taylor Thomison
Boston, MA
Jonathan Davis
Boston, MA
Steven Millhouse
Boston, MA
Trevor Donnelly
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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