Jose
Collazo
John Hancock Investment Management LLC
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About this Advisor
Jose Collazo is a financial advisor working in Boston, Massachusetts with a total of 5 years of industry experience. Collazo works at John Hancock Investment Management LLC. Over the course of their career, they have held roles at Dhl Express, Merrill Lynch, Pierce, Fenner & Smith Inc, Bloomsburg University, Ruby Tuesday, Yianni'S Taverna, Red Lobster, Bank Of America, N.A, John Hancock, John Hancock Funds, Inc, Bloomsburg University Of Pennsylvania and Lehigh Carbon Community College. Collazo maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona, Kansas and Massachusetts. John Hancock Investment Management LLC is a financial advisory business operating out of Boston, MA. It oversees $182 billion in assets between its 22,073 client accounts, making it one of the biggest firms in the country by assets under management. The advisory firm offers a set of services, including portfolio management for individuals and small businesses and portfolio management for investment companies. Financial advisory fees largely depend on the financial services provided. Fees charged by John Hancock Investment Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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John Hancock Investment Management LLC Brokerage Details
$181,758,139,852
394
22,073
$8,234,410
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Jose Collazo Work History
Jose has been registered as a financial advisor for 5 years.*
John Hancock
John Hancock Funds, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Dhl Express
Ruby Tuesday
Yianni'S Taverna
Bloomsburg University
Ruby Tuesday
Red Lobster
Bloomsburg University Of Pennsylvania
Lehigh Carbon Community College
*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 Jose Collazo 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
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Yardley, PA
Boston, MA
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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