Travis Klein, financial advisor Boston MA

Travis Klein

CRD Number: 5989829
Current Firm: John Hancock Investment Management LLC

Travis Klein (CRD# 5989829) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Boston, MA and has over 10 years of experience in the finance industry.

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Origin Financial
Company Name Location Dates Years
John Hancock Advisers, LLC Boston, MA Nov 2018 - Current 3
John Hancck Tempe, AZ Sep 2016 - Current 5
John Hancock Funds Boston, MA Sep 2016 - Current 5
Voya Investment Management Scottsdale, AZ Jun 2015 - Sep 2016 1
Voya Investments Distributor, LLC Windsor, CT Jun 2015 - Sep 2016 1
Voya Investment Management Scottsdale, AZ Aug 2013 - Jun 2015 1
The Vanguard Group, Inc. Scottsdale, AZ Oct 2011 - Jul 2013 1
Genghis Grill Tempe, AZ Jul 2008 - Feb 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S66 NASAA Uniform Combined State Law Examination Oct 2017
Contact Info for Travis M. Klein
Phone Number: 617-572-4398
Registered State(s):
  • CA
  • MA
By the Numbers
  • Total Assets Under Management
    225,499
    MILLIONS
  • Total Number of Accounts
    14,374
    ACCOUNTS
  • Average Account Value
    $15,687,978
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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