Jackson Fallon, financial advisor Boston MA
90 score

Jackson Fallon

CRD Number: 5954265
Current Firm: Manulife Asset Management (us) LLC

Jackson Fallon (CRD# 5954265) is an Investment Advisor Representative working at Manulife Asset Management (us) LLC in Boston, MA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
John Hancock Funds, LLC Boston, MA May 2012 - Current 4
Manulife Asset Management (us) LLC Boston, MA May 2012 - Current 4
Morgan Stanley Smith Barney Boston, MA Jul 2011 - May 2012 < 1
Top Gun Lacrosse Acton, MA Sep 2003 - Jun 2011 7
English Lacrosse Association Manchester, Aug 2010 - May 2011 < 1
Flir Systems Billerica, MA Jun 2008 - Aug 2009 1
Piece By Piece Movers Boston, MA Jun 2008 - Aug 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Jackson J. Fallon
Phone Number: 617-375-1500
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    166,170
    MILLIONS
  • Total Number of Accounts
    2,973
    ACCOUNTS
  • Average Account Value
    $55,892,961
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, CA, CO, DC, FL, IL, KY, MA, MD, MI, MN, MO, NC, ND, NH, NJ, NM, NY, OH, OK, PA, TX, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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