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Judith Stevenson

39 Years of Experience
Boston, MA
1 DisclosureBroker

Judith Stevenson is a registered investment advisor at John Hancock Investment Management LLC, based in Boston, MA, with 39 years of industry experience. Judith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35,239 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
173 advisors
IM Fee
Planning only
Assets Under Management
$202.2B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

200 Berkeley St., Boston, MA, 02116-5022

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2002
Pending
Other Business Activities

Judith works as an investment advisor representative for John Hancock Asset Management, spending a few hours per week marketing their separate managed account strategies. She also owns JAS Property Holdings LLC, a rental property, dedicating minimal time to it.

Employment History
Current Registrations
John Hancock Investment Management LLC
November 2018 - Present · 7 yrs 8 mos
John Hancock Investment Management Distributors LLC
May 2010 - Present · 16 yrs 2 mos
John Hancock Investment Management Distributors LLCBroker
May 2010 - Present · 16 yrs 2 mos
Previous Registrations
Manulife Asset Management (US) LLC
August 2017 - November 2018 · 1 yr 3 mos
Manulife Asset Management (US) LLC
August 2010 - December 2016 · 6 yrs 4 mos
John Hancock Advisers, LLC
August 2010 - December 2010 · 4 mos
Lincoln Financial Distributors, INC.
May 2007 - May 2010 · 3 yrs
Lincoln Financial Distributors, INC.Broker
April 2007 - May 2010 · 3 yrs 1 mo
Clearbridge Advisors, LLC
December 2005 - April 2007 · 1 yr 4 mos
Legg Mason Investor Services, LLCBroker
December 2005 - April 2007 · 1 yr 4 mos
Citigroup Global Markets INC.
February 2005 - December 2005 · 10 mos
Citigroup Global Markets INC.Broker
October 1996 - December 2005 · 9 yrs 2 mos
Mfs Fund Distributors, INC.Broker
June 1994 - February 1996 · 1 yr 8 mos
Mfs Financial Services, INC.Broker
June 1994 - December 1994 · 6 mos
Stephens INC.Broker
February 1991 - May 1994 · 3 yrs 3 mos
Transamerica Fund Distributors, INC.Broker
May 1989 - February 1991 · 1 yr 9 mos
Continental Equities Corporation of AmericaBroker
June 1986 - June 1989 · 3 yrs
Colonial Investment Services, INC.Broker
November 1985 - May 1986 · 6 mos
State Registrations4 states
FLMAPRVirgin Islands
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.