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 3 years of experience in the finance industry.

Similar Advisors
Scott Gillespie, financial advisor Boston MA
Scott A. Gillespie
CRD# 6319566
Artemis Financial Advisors
Similar Advisors
Nancy Aadalen, financial advisor Boston MA
Nancy A. Aadalen
CRD# 2086353
Fidelity Personal And Workplace Advisors
Similar Advisors
Virginia Aaron, financial advisor Boston MA
Virginia E. Aaron
CRD# 5046672
Claybrook Capital, LLC
Company Name Location Dates Years
John Hancock Tempe, AZ Nov 2018 - Current 3
John Hancock Funds, Inc. Tempe, MA Nov 2018 - Current 3
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
Ruby Tuesday Whitehall, PA Mar 2013 - Sep 2013 < 1
Lehigh Carbon Community College Schnecksville, PA Aug 2008 - Aug 2013 5
Bloomsburg University Bloomsburg, PA Apr 2013 - May 2013 < 1
Fairfield Inn And Suites Allentown, PA May 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2018
Contact Info for Jose Collazo
Phone Number: 617-663-2430
Registered State(s):
  • AZ
  • KS
  • MA
By the Numbers
  • Total Assets Under Management
    201,476
    MILLIONS
  • Total Number of Accounts
    10,532
    ACCOUNTS
  • Average Account Value
    $19,129,882
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.