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Jason Michael McKinney

John Hancock Investment Management LLC

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About Jason Michael McKinney

Jason McKinney is a financial professional with over 20 years of experience in the industry. Jason is currently registered with John Hancock Investment Management LLC in Londonderry, NH and Boston, MA, as an Investment Advisor Representative. Jason has held previous positions with John Hancock Distributors LLC, Waddell & Reed, Inc. and Fidelity Brokerage Services LLC. Jason is a Series 63 and 65 licensed and a Series 7 and SIE licensed professional. Jason specializes in financial planning and portfolio management for individuals and investment companies.

Firm Information

Jason McKinney 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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Jason McKinney’s Registration & Firm History

NH

11/08/2018 - Present

John Hancock Investment Management LLC (Londonderry NH)

MA

09/26/2003 - 11/20/2006

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

KS

08/19/2002 - 10/24/2002

WADDELL & REED, INC. (OVERLAND PARK KS)

RI

05/17/2001 - 05/29/2002

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 08/30/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/01/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Michael McKinney.
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