Jonathan
Colan

John Hancock Investment Management LLC

CRD#6673465
Investment Advisor
in Boston, MA

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About this Advisor

Jonathan Colan is a financial advisor who works in Boston, Massachusetts with 2 years of relevant experience. Colan is an advisor for John Hancock Investment Management LLC. Colan has gained experience at Univeristy Of Arizona, Johns Hopkins Outpatient Pharmacy, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, John Hancock and John Hancock Investment Management Distributors LLC. Colan holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Arizona and Massachusetts. John Hancock Investment Management LLC is a financial advisory company based out of Boston, MA. It handles $182 billion in assets among its 22,073 customer accounts, placing it among the largest firms in the United States by assets under management. John Hancock Investment Management LLC has a few services, such as portfolio management for individuals and small businesses and portfolio management for investment companies. Fees charged by financial advisors largely vary depending on which service is offered. However, fees charged by John Hancock Investment Management LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

200 Berkeley St.
Boston, MA 02116-5022

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John Hancock Investment Management LLC Brokerage Details

Total Assets Under Management

$181,758,139,852

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

394

MA Average: 118
Total Number of Accounts

22,073

MA Average: 4,567
Average Account Size

$8,234,410

MA Average: $3,506,186

Investment Advisory Services

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

Jonathan Colan Work History

Jonathan has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

John Hancock

2021 - Present (3 years)

John Hancock Investment Management Distributors LLC

2016 - 2021 (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2021 (5 years)

Bank Of America, N.A

2014 - 2016 (2 years)

Johns Hopkins Outpatient Pharmacy

2012 - 2014 (2 years)

Univeristy Of Arizona

*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 Jonathan Colan 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
Andrew Chipman
Mount Juliet, TN
Richard Lamonica
Boston, MA
Taylor Thomison
Boston, MA
Trevor Donnelly
Boston, MA
Glen Gibbons
Boston, MA
Steven Millhouse
Boston, MA
Jonathan Davis
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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