Mary Short, financial advisor Los Angeles CA

Mary Short

CRD Number: 4552589
Current Firm: John Hancock Investment Management LLC

Mary Short (CRD# 4552589) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Los Angeles, CA and has over 13 years of experience in the finance industry. Mary Short has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
John Hancock Distributors LLC Boston, MA Sep 2020 - Current 3
John Hancock Investment Management Distributors LLC Boston, MA Jun 2020 - Current 3
John Hancock Boston, MA May 2020 - Current 3
Los Angeles Capital Los Angeles, CA Feb 2015 - Apr 2020 5
Wilshire Associates Incorporated Santa Monica, CA Dec 2013 - Feb 2015 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2010
S63 Uniform Securities State Law Examination Nov 2020
Contact Info for Mary C. Short
Phone Number: 617-663-3000
Registered State(s):
  • CA
  • 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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