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Jeffrey Alan Wicklund

John Hancock Investment Management LLC

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About Jeffrey Alan Wicklund

Jeffrey Wicklund is a financial professional with over 23 years of experience in the industry. Currently, Jeffrey is an Investment Advisor Representative at John Hancock Investment Management LLC, and is registered in Massachusetts and New York. Prior to this position, Jeffrey held positions at several financial services firms, including AIG Capital Services, Inc., Hartford Life Distributors, LLC, and Sun Life Financial Distributors, Inc. Jeffrey is a Series 6, 7, and 66 licensed professional. He is committed to providing clients with the best possible financial advice and guidance.

Firm Information

Jeffrey Wicklund 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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Jeffrey Wicklund’s Registration & Firm History

NY

05/17/2022 - Present

John Hancock Investment Management LLC (Loudonville NY)

NJ

05/29/2012 - 08/04/2015

AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)

CT

02/09/2012 - 05/29/2012

HARTFORD LIFE DISTRIBUTORS, LLC (HARTFORD CT)

MA

10/12/2009 - 12/31/2011

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

MA

03/02/2004 - 10/13/2009

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

MA

12/23/1998 - 01/12/2004

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

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Licenses & Designations

BOTH

Issued 09/25/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/23/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2000

Series 7 - General Securities Representative Examination

BC

Issued 11/23/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Alan Wicklund.
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