JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

Overview

John Hancock Personal Financial Services, LLC focuses on serving individual and family clients with financial planning, portfolio management for individuals and small businesses, and educational workshops. The firm structures advice through a mix of fee models — percentage of assets under management, hourly fees, and fixed fees — allowing flexibility across client relationships. The adviser is flagged as an active ESG investor, which suggests ESG criteria are integrated into manager selection and portfolio construction where appropriate. The firm maintains affiliations across the financial services ecosystem, including broker-dealer and trust company relationships, and acts in sponsor/manager roles for certain pooled investment vehicles. Investment activity centers on pooled public funds and mutual funds as the primary vehicle for client portfolios, supplemented by selective allocations to alternatives and insurance products for income and diversification. The combination of comprehensive planning, discretionary portfolio management, and seminar-based client education points to a client-facing model that blends ongoing investment management with planning and product-based solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices