Simpson
Berry

John Hancock Investment Management LLC

CRD#7306980
Investment Advisor
in Atlanta, GA

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About this Advisor

Simpson Berry is a financial advisor based in Atlanta, Georgia, working with John Hancock Investment Management LLC. Simpson has previously held positions at Mml Investors Services LLC, H20Ls Wealth Management Solutions, LLC/Massmutual Life Ins Co, Taylor's Music Management, Morehouse College, Spark Wireless, Bed Bath and Beyond, Full Sail University, John Hancock Investment Management Distributors LLC, and John Hancock. Simpson has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and Massachusetts. Currently, Simpson is part of John Hancock Investment Management LLC, which operates out of Atlanta, Georgia. The firm has 403 employees and manages assets totaling $189.6 billion. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for investment companies. The fee structure at John Hancock Investment Management LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

1050 Crown Pointe Parkway
Atlanta, GA 30338

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John Hancock Investment Management LLC Brokerage Details

Total Assets Under Management

$189,588,843,467

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

403

GA Average: 118
Total Number of Accounts

28,802

GA Average: 4,567
Average Account Size

$6,582,489

GA Average: $3,506,186

Investment Advisory Services

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

Simpson Berry Work History

2023 - Present (1 year)

John Hancock Investment Management Distributors LLC

2023 - Present (1 year)

John Hancock

2021 - Present (3 years)

Mml Investors Services LLC

2020 - 2023 (3 years)

H20Ls Wealth Management Solutions, LLC/Massmutual Life Ins Co

2019 - 2020 (1 year)

Taylor'S Music Management

2018 - 2019 (1 year)

Morehouse College

2017 - 2017 (< 1 year)

Spark Wireless

2017 - 2018 (1 year)

Bed Bath And Beyond

2014 - 2016 (2 years)

Full Sail University

Disclosures

Please visit the SEC profile of Simpson Berry 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

Isabelle Ahl
Boston, MA
Jonathan Colan
Boston, MA
Simpson Berry
Atlanta, GA
Ryan Ulrich
Boston, MA
Michael Green
Boston, MA
Jonathan Davis
Boston, MA
Sheila Fountain
Boston, MA
Isaac Sham
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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