Travis
Klein

John Hancock Investment Management LLC

CRD#5989829
Investment Advisor
in Boston, MA

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About this Advisor

Travis Klein is a financial advisor based in Boston, Massachusetts, working with John Hancock Investment Management LLC. Travis has previously held positions at Voya Investment Management, Voya Investments Distributor, LLC, John Hancock Investment Management Distributors, LLC, John Hancock Investment Management, LLC, Vest Securities, LLC, Cboe Vest Financial, LLC, and John Hancock Investment Management Distributors LLC. Travis has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Massachusetts. Currently, Travis 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 63, 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

Travis Klein Work History

2024 - Present (0 year)

John Hancock Investment Management Distributors LLC

2023 - Present (1 year)

Vest Securities, LLC

2023 - Present (1 year)

Cboe Vest Financial, LLC

2018 - 2023 (5 years)

John Hancock Investment Management, LLC

2016 - 2023 (7 years)

John Hancock Investment Management Distributors, LLC

2015 - 2016 (1 year)

Voya Investment Management

2015 - 2016 (1 year)

Voya Investments Distributor, LLC

2013 - 2015 (2 years)

Voya Investment Management

Disclosures

Please visit the SEC profile of Travis Klein 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

Geoffrey Williams
Boston, MA
Danielle Smoot
Boston, MA
Isaac Sham
Boston, MA
Simpson Berry
Atlanta, GA
James Arizini
Boston, MA
Wesley Mcdonough
Boston, MA
Sheila Fountain
Boston, MA
Matthew Vossler
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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