Jeffrey Wicklund (CRD# 3115953) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Loudonville, NY and has over 25 years of experience in the finance industry.
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
CRD# 2853423
Albanyadvisor Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Hancock Advisers, LLC | Boston, MA | Nov 2018 - Current | 5 |
| John Hancock Funds LLC | Loudonville, NY | Aug 2015 - Current | 8 |
| John Hancock | Boston, MA | Aug 2015 - Current | 8 |
| Sunamerica Capital Services, Inc. | Woodland Hills, CA | May 2012 - Jul 2015 | 3 |
| Sunamerica Retirement Markets, Inc. | Woodland Hills, CA | May 2012 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- MA
- NY
-
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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