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Judith Ann Stevenson

John Hancock Investment Management LLC

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About Judith Ann Stevenson

Judith Stevenson has been working in the financial services industry since 1986. Currently, Judith is a registered investment advisor representative for John Hancock Investment Management LLC in BOSTON, MA. Prior to that, Judith held positions with several other financial institutions, including Lincoln Financial Distributors, Inc., Legg Mason Investor Services, LLC, Citigroup Global Markets Inc., and MFS Fund Distributors, Inc., among others. Judith holds Series 6, 7, and 66 licenses.

Firm Information

Judith Stevenson 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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Judith Stevenson’s Registration & Firm History

FL

11/08/2018 - Present

John Hancock Investment Management LLC (Deerfield Beach FL)

PA

04/26/2007 - 05/04/2010

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

CA

12/01/2005 - 04/04/2007

LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)

NY

10/08/1996 - 12/01/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

MA

06/09/1994 - 02/05/1996

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

MA

06/09/1994 - 12/31/1994

MFS FINANCIAL SERVICES, INC. (BOSTON MA)

AR

02/28/1991 - 05/13/1994

STEPHENS INC. (LITTLE ROCK AR)

TX

05/30/1989 - 02/27/1991

TRANSAMERICA FUND DISTRIBUTORS, INC. (HOUSTON TX)

NA

06/21/1986 - 06/01/1989

CONTINENTAL EQUITIES CORPORATION OF AMERICA

NA

11/04/1985 - 05/15/1986

COLONIAL INVESTMENT SERVICES, INC.

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Licenses & Designations

BOTH

Issued 12/29/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2004

Series 7 - General Securities Representative Examination

BC

Issued 11/01/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Judith Ann Stevenson. Review regulatory record here.
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