John Hancock Personal Financial Services, LLC

John Hancock Personal Financial Services, LLC (CRD# 174433) is a financial advisory firm headquartered in Westwood, MA. They manage $707,800,000 in 8,897 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    708
    MILLION
  • Total Number of Accounts
    8,897
    ACCOUNTS
  • Average Account Value
    $79,555
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at John Hancock Personal Financial Services, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jeffrey D. Fernandes
CRD#: 5778266
690 Canton Street, Westwood, MA 02090
93
Wealthminder
score

Jeffrey Fernandes (CRD# 5778266) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Westwood, MA and has over 6 years of experience in the finance industry.

2
Jason R. Friday
CRD#: 2436859
690 Canton Street, Westwood, MA 02090
93
Wealthminder
score

Jason Friday (CRD# 2436859) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Westwood, MA and has over 23 years of experience in the finance industry.

3
Maigen A. O'connor
CRD#: 4762043
690 Canton Street, Westwood, MA 02090
93
Wealthminder
score

Maigen O'connor (CRD# 4762043) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Westwood, MA and has over 13 years of experience in the finance industry.

4
Jeffrey M. Zielinski
CRD#: 6042941
690 Canton Street, Westwood, MA 02090
90
Wealthminder
score

Jeffrey Zielinski (CRD# 6042941) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Westwood, MA and has over 5 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.