Jose
Collazo

John Hancock Investment Management LLC

CRD#6641847
Investment Advisor
in Boston, MA

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About this Advisor

Jose Collazo is a financial advisor based in Boston, Massachusetts, working with John Hancock Investment Management LLC. Jose has previously held positions at Dhl Express, Merrill Lynch, Pierce, Fenner & Smith Inc, Ruby Tuesday, Yianni's Taverna, Red Lobster, Bank of America, N.A, John Hancock, John Hancock Funds, Inc, and Bloomsburg University of Pennsylvania. Jose has passed the Series 66 regulatory exam and is registered to provide services in Arizona, Kansas, and Massachusetts. Currently, Jose is part of John Hancock Investment Management LLC, which operates out of Boston, Massachusetts. 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 66

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

$189,588,843,467

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

403

MA Average: 118
Total Number of Accounts

28,802

MA Average: 4,567
Average Account Size

$6,582,489

MA Average: $3,506,186

Investment Advisory Services

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

Jose Collazo Work History

2018 - Present (6 years)

John Hancock

2018 - Present (6 years)

John Hancock Funds, Inc

2016 - 2018 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2017 (1 year)

Bank Of America, N.A

2015 - 2016 (1 year)

Dhl Express

2014 - 2015 (1 year)

Ruby Tuesday

2014 - 2015 (1 year)

Yianni'S Taverna

2011 - 2015 (4 years)

Red Lobster

2011 - 2015 (4 years)

Bloomsburg University Of Pennsylvania

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

Michael Green
Boston, MA
Wesley Mcdonough
Boston, MA
Matthew Vossler
Boston, MA
Grace Schierwagen
Boston, MA
Geoffrey Williams
Boston, MA
James Arizini
Boston, MA
Sheila Fountain
Boston, MA
Matthew Di Menna
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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