Unclaimed
Connor James Jackson is a financial advisor with John Hancock Investment Management LLC. Connor has been in the financial industry since August 2015. Connor is licensed to provide investment advice in 54 states and the District of Columbia. Connor also has experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Catalina Investments. Connor has passed the Series 66, SIE and Series 7 exams. Connor is an active member of the financial industry and is dedicated to providing clients with high-quality financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
MA
05/25/2022 - Present
John Hancock Investment Management LLC (BOSTON MA)
AZ
08/11/2015 - 05/03/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 09/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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