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 5 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 22 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 12 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 4 years of experience in the finance industry.

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