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Matthew J Kocourek

John Hancock Investment Management LLC

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About Matthew J Kocourek

Matthew Kocourek is an investment advisor representative with John Hancock Investment Management LLC in Boston, MA. Matthew has over 15 years of experience in the financial services industry. Matthew is registered with the Securities and Exchange Commission and several states. He is also a licensed financial advisor representative. Matthew holds several professional designations including Series 6, 7, 9, 10, 24, 63, and 66. Matthew has previously been associated with Edward Jones and The Vanguard Group. Matthew specializes in providing investment advice to individuals and investment companies.

Firm Information

Matthew Kocourek 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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Matthew Kocourek’s Registration & Firm History

MA

02/21/2023 - Present

John Hancock Investment Management LLC (BOSTON MA)

AZ

07/27/2016 - 12/05/2018

EDWARD JONES (TEMPE AZ)

AZ

06/16/2008 - 07/27/2016

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 12/20/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/24/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/02/2016

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/07/2016

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/14/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/2013

Series 7 - General Securities Representative Examination

BC

Issued 06/13/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew J Kocourek.
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