Stephen
Jagard

John Hancock Investment Management LLC

CRD#6732524
Investment Advisor
in Port Washington, NY

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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

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

Port Washington, NY

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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

Stephen Jagard Work History

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

2020 - Present (4 years)

John Hancock Distributors LLC

2018 - Present (6 years)

John Hancock Funds, LLC

2018 - Present (6 years)

John Hancock

2018 - Present (6 years)

John Hancock Advisers, LLC

2016 - 2017 (1 year)

Edward Jones Investments

2016 - 2016 (< 1 year)

Glynn Hospitality Group

2016 - 2016 (< 1 year)

New England Aquarium

2016 - 2018 (2 years)

Port Washington Skating Center

2016 - 2016 (< 1 year)

Ivhq

2015 - 2015 (< 1 year)

Institute Of Economic Affairs

2014 - 2014 (< 1 year)

First Data Corporation

2012 - 2015 (3 years)

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

Jonathan Davis
Boston, MA
Trevor Donnelly
Boston, MA
Scott Brandies
Yardley, PA
Richard Lamonica
Boston, MA
Randy Schatz
Boston, MA
Ryan Ulrich
Boston, MA
Taylor Thomison
Boston, MA
Steven Millhouse
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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