John Kurtak, financial advisor Boston MA

John Kurtak

CRD Number: 2351349
Current Firm: John Hancock Personal Financial Services, LLC

John Kurtak (CRD# 2351349) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
John Hancock Boston, MA Dec 2015 - Current 8
John Hancock Distributors LLC Westwood, MA Dec 2015 - Current 8
Td Ameritrade, Inc. Quincy, MA Jan 2011 - Dec 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1993
S66 NASAA Uniform Combined State Law Examination Feb 2011
Contact Info for John S. Kurtak
Phone Number: 617-572-0109
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,820
    MILLIONS
  • Total Number of Accounts
    26,018
    ACCOUNTS
  • Average Account Value
    $69,959
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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