Zachary
Armenta

John Hancock Advisers, LLC

CRD#6490725
Investment Advisor
in Tempe, AZ

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About this Advisor

Zachary Armenta is an investment advisor located in Tempe, Arizona. Currently a registered financial advisor at John Hancock Advisers, LLC, Armenta has 10 years of professional experience. Armenta holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Armenta is registered to advise customers in Arizona and Massachusetts. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Arizona State University, Farmer'S Insurance, Olive Garden, Hungry Howies, Classic Car Spa, Estrella Mountain Community College, Phoenix College, University Of Arizona, Ameriprise Financial Services, Inc, John Hancock, John Hancock Funds, LLC, Northern Trust and John Hancock Advisers, LLC. John Hancock Advisers, LLC is headquartered in Tempe, Arizona. In total, John Hancock Advisers, LLC oversees $183 billion in assets across 756 client accounts and employs more than 376 people. The firm's total assets under management places it among the biggest firms in the country. The firm manages 750 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 756 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in capital. John Hancock Advisers, LLC offers portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for pooled investment vehicles. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

Tempe, AZ

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John Hancock Advisers, LLC Brokerage Details

Total Assets Under Management

$183,448,471,241

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

376

AZ Average: 118
Total Number of Accounts

756

AZ Average: 4,567
Average Account Size

$242,656,708

AZ Average: $3,506,186

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Investment Advisory Services

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

Zachary Armenta Work History

Zachary has 11 years of experience.

2018 - Present (2 years)

John Hancock

2018 - Present (2 years)

John Hancock Funds, LLC

2018 - Present (2 years)

John Hancock Advisers, LLC

2017 - 2018 (1 year)

Northern Trust

2016 - 2018 (2 years)

Ameriprise Financial Services, Inc

2015 - 2016 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2016 (1 year)

Bank Of America, N.A

2014 - 2015 (1 year)

Arizona State University

2014 - 2014 (< 1 year)

Farmer'S Insurance

2014 - 2014 (< 1 year)

Hungry Howies

2013 - 2014 (1 year)

Olive Garden

2012 - 2013 (1 year)

Classic Car Spa

2011 - 2012 (1 year)

Estrella Mountain Community College

2011 - 2011 (< 1 year)

Classic Car Spa

2010 - 2011 (1 year)

Phoenix College

2009 - 2010 (1 year)

University Of Arizona

Disclosures

Zachary Armenta has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at John Hancock Investment Management, LLC

Isaac Sham
Boston, MA
Brad Begin
Boston, MA
William Breen
Boston, MA
Kelcy Koenig
Tempe, AZ
Daniel Fixler
Boston, MA
Antonia Corrales
Boston, MA
Anthony Piazza
Boston, MA
Andrew Sullivan
Boston, MA

This content was compiled from the SEC and FINRA.

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