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Travis Klein

John Hancock Investment Management LLC

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About Travis Klein

Travis Klein is a financial advisor with over 10 years of experience. Travis is currently registered with John Hancock Investment Management LLC. Travis has a diverse background with previous experience at Voya Investment Management, John Hancock Investment Management Distributors LLC, and VEST SECURITIES, LLC. Travis is dedicated to providing tailored financial advice to meet the unique needs of each client.

Firm Information

Travis Klein 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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Travis Klein’s Registration & Firm History

MA

03/27/2024 - Present

John Hancock Investment Management LLC (BOSTON MA)

VA

12/14/2023 - 03/15/2024

VEST SECURITIES, LLC (MCLEAN VA)

MA

09/29/2016 - 12/08/2023

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)

AZ

06/11/2015 - 09/07/2016

VOYA INVESTMENTS DISTRIBUTOR, LLC (SCOTTSDALE AZ)

AZ

11/10/2011 - 07/30/2013

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 10/13/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/21/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Travis Klein.
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