JW
JW

Jeffrey Wicklund

26 Years of Experience
Loudonville, NY
Broker

Jeffrey Wicklund is a registered investment advisor at John Hancock Investment Management LLC, based in Loudonville, NY, with 26 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

Loudonville, NY

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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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Employment History
Current Registrations
John Hancock Investment Management LLC
November 2018 - Present · 7 yrs 8 mos
John Hancock Investment Management Distributors LLC
August 2015 - Present · 10 yrs 11 mos
John Hancock Investment Management Distributors LLCBroker
August 2015 - Present · 10 yrs 11 mos
Previous Registrations
Manulife Asset Management (US) LLC
November 2017 - November 2018 · 1 yr
Aig Capital Services, INC.Broker
May 2012 - August 2015 · 3 yrs 3 mos
Hartford Life Distributors, LLCBroker
February 2012 - May 2012 · 3 mos
Sun Life Financial Distributors, INC.Broker
October 2009 - December 2011 · 2 yrs 2 mos
John Hancock Distributors LLCBroker
March 2004 - October 2009 · 5 yrs 7 mos
Putnam Retail Management Limited PartnershipBroker
December 1998 - January 2004 · 5 yrs 1 mo
State Registrations5 states
CTMANJNYPA
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.