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 based in Port Washington, New York, working with John Hancock Investment Management LLC. Stephen has previously held positions 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. Stephen has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and New York. Currently, Stephen is part of John Hancock Investment Management LLC, which operates out of Port Washington, New York. 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 66

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

$189,588,843,467

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

403

NY Average: 118
Total Number of Accounts

28,802

NY Average: 4,567
Average Account Size

$6,582,489

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

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

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

Isaac Sham
Boston, MA
Simpson Berry
Atlanta, GA
Michael Green
Boston, MA
Ryan Ulrich
Boston, MA
Adam Salach
Boston, MA
Tashjohn Hinkson
Tempe, AZ
Sheila Fountain
Boston, MA
Grace Schierwagen
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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