linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Edward Roche

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 Jeffrey? Claim Your Profile

About Jeffrey Edward Roche

Jeffrey Roche is a financial advisor with over 10 years of experience in the industry. Jeffrey is currently registered with John Hancock Investment Management LLC in Boston, Massachusetts, and has previously worked with John Hancock Distributors LLC and John Hancock Funds, LLC. Jeffrey's expertise includes providing financial advice to individuals and investment companies. He is a registered representative with Series 6, 7 and 66 licenses. Jeffrey's primary focus is portfolio management and he manages approximately $189.59 billion in assets for John Hancock Investment Management LLC.

Firm Information

Jeffrey Roche 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.

Jeffrey Roche’s Registration & Firm History

MA

11/08/2018 - Present

John Hancock Investment Management LLC (BOSTON MA)

MA

08/18/2016 - 01/03/2018

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

MA

05/24/2012 - 08/18/2016

JOHN HANCOCK FUNDS, LLC (BOSTON MA)

MA

04/21/2012 - 05/25/2012

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

MA

01/11/2002 - 06/16/2006

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

Not sure if Jeffrey Edward Roche is right for you?

Licenses & Designations

BOTH

Issued 09/28/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/06/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2015

Series 7 - General Securities Representative Examination

BC

Issued 04/20/2012

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 Edward Roche.
Not sure if Jeffrey Edward Roche is right for you?