Ian Stephens
Ian Stephens is a registered investment advisor at John Hancock Investment Management LLC, based in Boston, MA, with 21 years of industry experience. Ian 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
197 Clarendon Street, Boston, MA, 02116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ian owns rental property and is a partner in RUNdays, a run coaching/marathon training business. He spends about 10-20% of his time on RUNdays, primarily on marketing.
Employment History
Current Registrations
John Hancock Investment Management LLC
John Hancock Investment Management Distributors LLC
John Hancock Investment Management Distributors LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Edward Jones
Edward JonesBroker
Ngam Advisors, L.P.
Ngam Distribution, L.P.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fidelity Brokerage Services LLCBroker
C.P. Baker & Company, LTD.Broker
Bankboston Investor Services, INC.Broker
Stockcross, INC.Broker
Waterhouse Securities, INC.Broker
State Registrations17 states
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