Jonathan Davies (CRD# 6419508) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Boston, MA and has over 9 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Hancock Advisers, LLC | Boston, MA | Nov 2018 - Current | 5 |
| John Hancock | Tempe, AZ | Sep 2016 - Current | 7 |
| Jackson National Life Distributors LLC | Denver, CO | Nov 2014 - Sep 2016 | 1 |
| Lewan Technology | Denver, CO | Dec 2013 - Oct 2014 | < 1 |
| The Master's College | Santa Clarita, CA | Feb 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- AZ
- MA
- TX
-
Total Assets Under Management189,589MILLIONS
-
Total Number of Accounts28,802ACCOUNTS
-
Average Account Value$6,582,489
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
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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