linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ian B Stephens

John Hancock Investment Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ian? Claim Your Profile

About Ian B Stephens

Ian Stephens is a financial advisor who has been in the industry since 2005. Ian is currently registered with John Hancock Investment Management LLC and has been with them since August 2022. Prior to that, Ian was with Edward Jones. Ian has experience in providing investment advice to a variety of clients, including individuals, investment companies, and high-net-worth individuals.

Firm Information

Ian Stephens 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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ian Stephens’s Registration & Firm History

MA

08/23/2022 - Present

John Hancock Investment Management LLC (BOSTON MA)

MA

12/06/2019 - 10/04/2021

EDWARD JONES (Peabody MA)

MA

02/12/2019 - 12/06/2019

E*TRADE SECURITIES LLC (Boston MA)

MA

08/11/2017 - 01/31/2019

EDWARD JONES (MARBLEHEAD MA)

MA

02/10/2011 - 07/17/2017

NGAM DISTRIBUTION, L.P. (BOSTON MA)

MA

11/04/2008 - 03/19/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)

RI

11/03/1999 - 10/25/2002

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

MA

08/27/1999 - 10/19/1999

C.P. BAKER & COMPANY, LTD. (BOSTON MA)

MA

02/16/1999 - 08/23/1999

BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)

CA

12/09/1997 - 02/18/1999

STOCKCROSS, INC. (BEVERLY HILLS CA)

NE

10/25/1996 - 08/11/1997

WATERHOUSE SECURITIES, INC. (OMAHA NE)

Not sure if Ian B Stephens is right for you?

Licenses & Designations

BOTH

Issued 11/25/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/06/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/17/2000

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ian B Stephens.
Not sure if Ian B Stephens is right for you?