John Hancock Personal Financial Services, LLC
● SEC registered since 2015CRD 174433SEC# 801-80927Boston, MA
Reg. AUM
$2.2B
Employees
149
Accounts
35,589
Location
Boston, MA
John Hancock Personal Financial Services, LLC assets under management
John Hancock Personal Financial Services, LLC is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 2015. It reports $2.2 billion in regulatory assets under management and employs 149 people.
John Hancock Personal Financial Services, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Betsy Anne Seel Control | Counsel, Secretary | Under 5% | 2014 |
| Douglas J Comer Control | President / Director | Under 5% | 2025 |
| Katie M Firth Control | Elected Manager / Director | Under 5% | 2025 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does John Hancock Personal Financial Services, LLC manage?
John Hancock Personal Financial Services, LLC reports $2.2 billion in regulatory assets under management on its Form ADV.
How many employees does John Hancock Personal Financial Services, LLC have?
John Hancock Personal Financial Services, LLC reports 149 employees.
Where is John Hancock Personal Financial Services, LLC located?
John Hancock Personal Financial Services, LLC is based in Boston, MA and has been SEC-registered since 2015.
Does John Hancock Personal Financial Services, LLC disclose fund performance?
John Hancock Personal Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 Berkeley Street, Boston, MA 02116 |
| Phone | 617-572-0109 |
| Office hours | 8:30 a.m. Until 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1725946 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.2B▲ 19%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 5%
More than 95% of 16,825 advisers
Assets under management
$2.2Bregulatory AUM
Discretionary $2.2B