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John Hancock Personal Financial Services, LLC

● SEC registered since 2015CRD 174433SEC# 801-80927Boston, MA
Export (members)
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
NameTitleOwnershipSince
Betsy Anne Seel ControlCounsel, SecretaryUnder 5%2014
Douglas J Comer ControlPresident / DirectorUnder 5%2025
Katie M Firth ControlElected Manager / DirectorUnder 5%2025
Meredith A Crowley ControlElected Manager / DirectorUnder 5%2024
Robert Joseph Hartigan ControlChief Compliance OfficerUnder 5%2018
The Manufacturers Investment Corporation ControlShareholderOver 75%2015
William Adam Auger ControlChief Financial OfficerUnder 5%2025
John Hancock Financial Corporation ControlShareholderOver 75%2009
Manufacturers Life Insurance Company (canada) ControlShareholderOver 75%2003
Manulife Financial Corporation ControlMemberOver 75%1999
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Frequently 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

Address200 Berkeley Street, Boston, MA 02116
Phone617-572-0109
Office hours8:30 a.m. Until 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1725946
Discloses disciplinary historyYes

Regulatory AUM

$2.2B▲ 19%
Jan '25 — $1.85BFeb '25 — $1.85BMar '25 — $1.98BApr '25 — $1.98BMay '25 — $1.98BJun '25 — $1.98BJul '25 — $1.98BAug '25 — $1.98BSep '25 — $1.98BOct '25 — $1.98BNov '25 — $1.98BDec '25 — $1.98BJan '26 — $1.98BFeb '26 — $1.98BMar '26 — $2.2BApr '26 — $2.2BMay '26 — $2.2BJun '26 — $2.2BJul '26 — $2.2B
Jan '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 21%
Larger than 79% of 16,306 advisers
EmployeesTop 5%
More than 95% of 16,824 advisers

Assets under management

$2.2Bregulatory AUM
Discretionary $2.2B