John Hancock Personal Financial Services, LLC

John Hancock Personal Financial Services, LLC (CRD# 174433) is a financial advisory firm headquartered in Boston, MA. They manage $797,800,000 in 9,105 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    798
    MILLION
  • Total Number of Accounts
    9,105
    ACCOUNTS
  • Average Account Value
    $87,622
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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 - 10 of 30 top financial advisors.
1
Robert H. Lamb
CRD#: 4902144
601 Congress Street, Boston, MA 02210
96
Wealthminder
score

Robert Lamb (CRD# 4902144) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 12 years of experience in the finance industry.

2
Robert E. Bailow
CRD#: 2331108
601 Congress Street, Boston, MA 02210
93
Wealthminder
score

Robert Bailow (CRD# 2331108) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 23 years of experience in the finance industry.

3
Anthony J. Carnevale
CRD#: 5875698
601 Congress Street, Boston, MA 02210
93
Wealthminder
score

Anthony Carnevale (CRD# 5875698) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 6 years of experience in the finance industry.

4
Jeffrey D. Fernandes
CRD#: 5778266
601 Congress Street, Boston, MA 02210
93
Wealthminder
score

Jeffrey Fernandes (CRD# 5778266) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 7 years of experience in the finance industry.

5
Stephanie R. Flynn-Schofield
CRD#: 5478654
601 Congress Street, Boston, MA 02210
93
Wealthminder
score

Stephanie Flynn-Schofield (CRD# 5478654) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 8 years of experience in the finance industry.

6
James J. Hare
CRD#: 5833263
601 Congress Street, Boston, MA 02210
93
Wealthminder
score

James Hare (CRD# 5833263) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 7 years of experience in the finance industry.

7
Maureen G. Jansen
CRD#: 2098376
601 Congress Street, Boston, MA 02210
93
Wealthminder
score

Maureen Jansen (CRD# 2098376) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 16 years of experience in the finance industry.

8
John S. Kurtak
CRD#: 2351349
601 Congress Street, Boston, MA 02210
93
Wealthminder
score

John Kurtak (CRD# 2351349) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 24 years of experience in the finance industry.

9
Kaitlyn L. McDonough
CRD#: 5425995
601 Congress Street, Boston, MA 02210
93
Wealthminder
score

Kaitlyn McDonough (CRD# 5425995) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 10 years of experience in the finance industry.

10
Brian Newbold
CRD#: 5538059
601 Congress Street, Boston, MA 02210
93
Wealthminder
score

Brian Newbold (CRD# 5538059) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 9 years of experience in the finance industry.

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