Stephen
Jagard
John Hancock Investment Management LLC
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About this Advisor
Stephen Jagard is a financial advisor operating out of Port Washington, New York with a total of 5 years of industry experience. Jagard is an employee of John Hancock Investment Management LLC. Throughout their career, Jagard has worked at Edward Jones Investments, Boston University School Of Management, Institute Of Economic Affairs, First Data Corporation, Glynn Hospitality Group, New England Aquarium, Port Washington Skating Center, John Hancock Funds, LLC, John Hancock, Ivhq, John Hancock Advisers, LLC and John Hancock Distributors LLC. Jagard maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona, Massachusetts and New York. John Hancock Investment Management LLC is a business operating out of Boston, MA. It administers $182 billion in total assets across its 22,073 accounts, making it one of the largest financial advisory firms in the nation by assets under management. John Hancock Investment Management LLC offers a few services, including portfolio management for individuals and small businesses and portfolio management for investment companies. Fees for financial management typically depend on which services the firm provides the client. Fee types billed by John Hancock Investment Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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John Hancock Investment Management LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$181,758,139,852
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
394
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
22,073
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$8,234,410
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Stephen Jagard Work History
Stephen has been registered as a financial advisor for 5 years.*
John Hancock Distributors LLC
John Hancock Funds, LLC
John Hancock
John Hancock Advisers, LLC
Edward Jones Investments
Glynn Hospitality Group
New England Aquarium
Port Washington Skating Center
Ivhq
Institute Of Economic Affairs
First Data Corporation
Boston University School Of Management
*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 Stephen Jagard 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
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Mount Juliet, TN
Boston, MA
Boston, MA
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.
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