Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Colan is a financial advisor currently registered with John Hancock Investment Management LLC. Jonathan has been in the financial industry since August 2016 and has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Jonathan specializes in providing portfolio management services to individuals and investment companies. Jonathan is licensed in 18 states and has passed the Series 66, Series 7 and SIE exams.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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MA
12/09/2021 - Present
John Hancock Investment Management LLC (BOSTON MA)
AZ
08/01/2016 - 11/29/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 10/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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