Melanie
Hartenfels
John Hancock Investment Management LLC
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About this Advisor
Melanie Hartenfels is a certified financial planner working out of Berkeley, California with 3 years of industry experience. Hartenfels is on the advisory team at John Hancock Investment Management LLC. Their career trajectory has included roles at Jackson National Life Distributors LLC, Invesco, Ivy Distributors, Inc, Waddell & Reed, Inc, John Hancock Investment Management Distributors LLC, John Hancock and Lincoln Financial Distributors. Hartenfels holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Massachusetts. John Hancock Investment Management LLC is a financial advisory business headquartered in Boston, MA. It administers $182 billion in assets between its 22,073 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The business provides a set of services, such as portfolio management for individuals and small businesses and portfolio management for investment companies. Fees charged by financial advisors largely are based on which services are provided. However, fees billed 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
Melanie Hartenfels Work History
Melanie has been registered as a financial advisor for 3 years.*
John Hancock Investment Management Distributors LLC
John Hancock
Ivy Distributors, Inc
Waddell & Reed, Inc
Invesco
Lincoln Financial Distributors
Jackson National Life Distributors 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 Melanie Hartenfels 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
Boston, MA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
