Jose Collazo, financial advisor Boston MA

Jose Collazo

CRD Number: 6641847
Current Firm: John Hancock Investment Management LLC

Jose Collazo (CRD# 6641847) is an Investment Advisor Representative working at John Hancock Investment Management 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 Tempe, AZ Nov 2018 - Current 5
John Hancock Funds, Inc. Tempe, MA Nov 2018 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler, AZ Apr 2016 - Oct 2018 2
Bank Of America, N.a. Chandler, AZ Aug 2016 - Oct 2017 1
Dhl Express Tempe, AZ Sep 2015 - Mar 2016 < 1
Red Lobster Whitehall, PA Apr 2011 - Sep 2015 4
Bloomsburg University Of Pennsylvania Bloomsburg, PA Aug 2011 - Aug 2015 4
Ruby Tuesday Bloomsburg, PA Mar 2014 - Jun 2015 1
Yianni's Taverna Bethlehem, PA Jun 2014 - Mar 2015 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2018
Contact Info for Jose Collazo
Phone Number: 617-663-3000
Registered State(s):
  • AZ
  • KS
  • MA
By the Numbers
  • Total Assets Under Management
    181,758
    MILLIONS
  • Total Number of Accounts
    22,073
    ACCOUNTS
  • Average Account Value
    $8,234,410
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
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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