John Hancock Investment Management Distributors LLC

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
283
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
28262
Registered since
April 15, 1991

Firm profile

FINTRX

Overview

John Hancock Investment Management Distributors LLC is organized as a limited liability company and has been registered with the SEC since 1991. The snapshot data classifies the entity as unclassified and lists its owner type as a domestic entity and individual. The firm is flagged as not being a capital allocator and not an active ESG investor. It is also marked as not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. Fields for client base, fee structure, business activities and advisory activities were not populated in the dataset, and the record contains no description of investment mandates, manager allocations, or distribution channels.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 8
  • Margaret Coleman

    Margaret Coleman

    CEOCRD 3028942

  • Daniel Lambert

    Daniel Lambert

    Managing Director and Chief Compliance OfficerCRD 4566605

  • Matthew Miskin

    Matthew Miskin

    Co-Chief Investment StrategistCRD 5008522

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Contacts

3 of 275
  • Adriana Destefanis

    Adriana Destefanis

    Business Development ConsultantCRD 6497537

  • Simpson Berry

    Vice PresidentCRD 7306980

  • Jacqueline Gong

    Jacqueline Gong

    Portfolio ManagerCRD 8197527

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
200 Berkeley St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth