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Gerald Eissman Dukatz

John Hancock Investment Management LLC

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About Gerald Eissman Dukatz

Gerald Dukatz is an investment advisor representative at John Hancock Investment Management LLC. Gerald has been in the financial services industry since December 1995. Gerald holds a Series 6, 7, 24, 26, and 63 securities license and a Series 65 investment advisor license. Gerald has been registered with the state of Massachusetts since May 2010. Gerald also has been previously registered with JOHN HANCOCK DISTRIBUTORS LLC and COLUMBIA MANAGEMENT DISTRIBUTORS, INC.

Firm Information

Gerald Dukatz is currently registered with John Hancock Investment Management LLC. John Hancock Investment Management LLC is a Boston, MA-based investment advisor with $189,588,843,467 in regulatory assets under management. They advise individuals, investment companies, and proprietary accounts in model portfolios, with a total of 28,802 accounts. They offer portfolio management services and participate in wrap fee programs.
John Hancock Investment Management LLC

200 BERKELEY ST.

BOSTON, MA 02116-5022

$189.59B

Assets Under Management

1

Total Clients

169

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gerald Dukatz’s Registration & Firm History

MA

11/08/2018 - Present

John Hancock Investment Management LLC (BOSTON MA)

MA

06/15/2010 - 09/21/2012

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

MA

12/22/1995 - 05/11/2010

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 04/25/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/24/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/07/2007

Series 24 - General Securities Principal Examination

BC

Issued 12/05/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2007

Series 7 - General Securities Representative Examination

BC

Issued 12/21/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gerald Eissman Dukatz.
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