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Jeffrey Stephen Dickin

John Hancock Investment Management LLC

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About Jeffrey Stephen Dickin

Jeffrey Dickin is an investment advisor representative with John Hancock Investment Management LLC. Jeffrey has been in the financial services industry since February 3, 2005, and currently has registrations with the state of Colorado and Massachusetts. He holds the Series 6, 7, and 66 licenses. Jeffrey's previous employer was Oppenheimer Funds Distributor, Inc. Jeffrey has been registered with the state of Colorado and Massachusetts since August 25, 2016.

Firm Information

Jeffrey Dickin 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 Dickin’s Registration & Firm History

CO

11/08/2018 - Present

John Hancock Investment Management LLC (PARKER CO)

CO

01/28/2005 - 08/17/2016

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)

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Licenses & Designations

BOTH

Issued 09/21/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/30/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2005

Series 7 - General Securities Representative Examination

BC

Issued 01/27/2005

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 Stephen Dickin.
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