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Kurt Matthew Beardsley

John Hancock Investment Management LLC

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About Kurt Matthew Beardsley

Kurt Beardsley is a registered investment advisor representative with John Hancock Investment Management LLC in Boston, MA. Kurt has been in the industry since 2001, holding various positions with John Hancock, Wells Fargo Funds Distributor, LLC and other firms. Kurt holds the Series 6, 7, 63 and 65 licenses and specializes in portfolio management for individuals and investment companies. Kurt manages assets for a diverse range of clients, including individual investors, investment companies and institutional clients.

Firm Information

Kurt Beardsley 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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Kurt Beardsley’s Registration & Firm History

MA

06/08/2022 - Present

John Hancock Investment Management LLC (BOSTON MA)

MA

03/05/2021 - 05/05/2022

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

MA

01/04/2010 - 01/23/2020

WELLS FARGO FUNDS DISTRIBUTOR, LLC (BOSTON MA)

MA

03/15/2004 - 01/04/2010

EVERGREEN INVESTMENT SERVICES, INC. (BOSTON MA)

MA

07/05/2002 - 08/14/2002

GOLDK INVESTMENT SERVICES, INC (BOSTON MA)

MA

09/28/2001 - 11/27/2001

PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)

NJ

10/14/1999 - 03/20/2001

CITISTREET EQUITIES LLC (SOMERSET NJ)

MA

12/24/1996 - 12/10/1998

PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)

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Licenses & Designations

IA

Issued 11/17/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2004

Series 7 - General Securities Representative Examination

BC

Issued 10/17/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kurt Matthew Beardsley.
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