Jeffrey
Wicklund

John Hancock Investment Management LLC

CRD#3115953
Investment Advisor
in Loudonville, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jeffrey Wicklund is a financial advisor working in Loudonville, New York with 5 years of relevant experience. Wicklund is an employee of John Hancock Investment Management LLC. Over the course of their career, they have held roles at John Hancock Funds LLC, Sunamerica Capital Services, Inc, Sunamerica Retirement Markets, Inc, John Hancock and John Hancock Advisers, LLC. Wicklund maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to serve investors in Massachusetts and New York. John Hancock Investment Management LLC is a financial advisory company based in Boston, MA. It handles $182 billion in assets across its 22,073 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. John Hancock Investment Management LLC provides a set of services, such as portfolio management for individuals and small businesses and portfolio management for investment companies. Fees for financial advice largely vary depending on the type of financial services offered. Fees charged by John Hancock Investment Management LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

Loudonville, NY

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

John Hancock Investment Management LLC Brokerage Details

Total Assets Under Management

$181,758,139,852

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

394

NY Average: 118
Total Number of Accounts

22,073

NY Average: 4,567
Average Account Size

$8,234,410

NY Average: $3,506,186

Investment Advisory Services

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

Jeffrey Wicklund Work History

Jeffrey has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

John Hancock Advisers, LLC

2015 - Present (9 years)

John Hancock Funds LLC

2015 - Present (9 years)

John Hancock

2012 - 2015 (3 years)

Sunamerica Capital Services, Inc

2012 - 2015 (3 years)

Sunamerica Retirement Markets, Inc

*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 Jeffrey Wicklund 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

Scott Brandies
Yardley, PA
Steven Millhouse
Boston, MA
Randy Schatz
Boston, MA
Jonathan Davis
Boston, MA
Trevor Donnelly
Boston, MA
Taylor Thomison
Boston, MA
Glen Gibbons
Boston, MA
Richard Lamonica
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started