Stephen Jagard (CRD# 6732524) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Port Washington, NY and has over 7 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Hancock Distributors LLC | Boston, MA | Aug 2020 - Current | 3 |
| John Hancock Advisers, LLC | Boston, MA | Nov 2018 - Current | 5 |
| John Hancock Funds, LLC | Boston, MA | Jan 2018 - Current | 6 |
| John Hancock | Tempe, AZ | Jan 2018 - Current | 6 |
| Port Washington Skating Center | Port Washington, NY | Sep 2016 - Jan 2018 | 1 |
| Edward Jones Investments | Tempe, AZ | Dec 2016 - Aug 2017 | < 1 |
| Ivhq | Port Washington, NY | Jun 2016 - Aug 2016 | < 1 |
| Glynn Hospitality Group | Boston, MA | Feb 2016 - May 2016 | < 1 |
| New England Aquarium | Boston, MA | Jan 2016 - Jan 2016 | < 1 |
| Boston University School Of Management | Boston, MA | Sep 2012 - Dec 2015 | 3 |
| Institute Of Economic Affairs | London, | Feb 2015 - Apr 2015 | < 1 |
| First Data Corporation | Melville, NY | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 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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