JF
JF

Jeffrey Fox

33 Years of Experience
Boston, MA
Broker

Jeffrey Fox is a registered investment advisor at John Hancock Investment Management LLC, based in Boston, MA, with 33 years of industry experience. Jeffrey 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
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeffrey is an investment advisor representative for John Hancock Asset Management, spending a few hours per week marketing and offering separate managed account strategies. He also participates in Left Hand Brown LLC, which purchases and sells bourbon barrels, with a goal to have fun and a portion of any profits flowing through to his personal income.

Employment History
Current Registrations
John Hancock Investment Management LLC
November 2018 - Present · 7 yrs 6 mos
John Hancock Investment Management Distributors LLC
August 2005 - Present · 20 yrs 9 mos
John Hancock Investment Management Distributors LLCBroker
August 2005 - Present · 20 yrs 9 mos
Previous Registrations
Manulife Asset Management (US) LLC
October 2005 - November 2018 · 13 yrs 1 mo
John Hancock Advisers, LLC
August 2005 - December 2010 · 5 yrs 4 mos
James T. Borello & CO.Broker
February 2004 - August 2005 · 1 yr 6 mos
Mfs Fund Distributors, INC.Broker
April 1999 - February 2004 · 4 yrs 10 mos
Pilgrim Securities, INC.Broker
February 1999 - April 1999 · 2 mos
Nicholas-Applegate Securities (a California Limited Partnership)Broker
November 1996 - January 1999 · 2 yrs 2 mos
John Nuveen & CO., IncorporatedBroker
August 1992 - November 1996 · 4 yrs 3 mos
State Registrations3 states
ILMAWI
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.