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Jeffrey David Fox

John Hancock Investment Management LLC

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About Jeffrey David Fox

Jeffrey David Fox is an investment advisor representative with John Hancock Investment Management LLC. Jeffrey is also registered as an investment advisor in Illinois and Massachusetts. He has been in the industry since 1992 and has held previous roles at James T. Borello & Co., MFS Fund Distributors, Inc., Pilgrim Securities, Inc., Nicholas-Applegate Securities (A California Limited Partnership), and John Nuveen & Co., Incorporated. Jeffrey is a registered representative of John Hancock Investment Management LLC. He holds the Series 7 and Series 63 licenses, and is also a registered investment advisor in Illinois and Massachusetts. Jeffrey has been in the securities industry since 1992.

Firm Information

Jeffrey Fox 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 Fox’s Registration & Firm History

MA

11/08/2018 - Present

John Hancock Investment Management LLC (BOSTON MA)

IL

02/05/2004 - 08/11/2005

JAMES T. BORELLO & CO. (EAST DUNDEE IL)

MA

04/13/1999 - 02/03/2004

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

CT

02/01/1999 - 04/07/1999

PILGRIM SECURITIES, INC. (WINDSOR CT)

CA

11/26/1996 - 01/29/1999

NICHOLAS-APPLEGATE SECURITIES (A CALIFORNIA LIMITED PARTNERSHIP) (SAN DIEGO CA)

IL

08/03/1992 - 11/04/1996

JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)

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Licenses & Designations

IA

Issued 10/19/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/25/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey David Fox.
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