John Hancock Investment Management LLC

Investment Advisor
in Loudonville, NY

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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

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John Hancock Investment Management LLC Brokerage Details

Total Assets Under Management


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


NY Average: 118
Total Number of Accounts


NY Average: 4,567
Average Account Size


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.


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

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