JM
JM

Jason Mckinney

23 Years of Experience
Londonderry, NH
Broker

Jason Mckinney is a registered investment advisor at John Hancock Investment Management LLC, based in Londonderry, NH, with 23 years of industry experience. Jason 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

Londonderry, NH

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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

Jason works for John Hancock Asset Management (JHAM) as an investment advisor representative, marketing and offering managed account strategies. This takes a few hours per week, all during securities trading hours.

Employment History
Current Registrations
John Hancock Investment Management LLC
November 2018 - Present · 7 yrs 6 mos
John Hancock Investment Management Distributors LLC
November 2006 - Present · 19 yrs 6 mos
John Hancock Investment Management Distributors LLCBroker
November 2006 - Present · 19 yrs 6 mos
Previous Registrations
Manulife Asset Management (US) LLC
August 2017 - November 2018 · 1 yr 3 mos
Manulife Asset Management (US) LLC
January 2007 - December 2015 · 8 yrs 11 mos
John Hancock Advisers, LLC
January 2007 - December 2010 · 3 yrs 11 mos
John Hancock Distributors LLC
November 2003 - November 2006 · 3 yrs
John Hancock Distributors LLCBroker
September 2003 - November 2006 · 3 yrs 2 mos
Waddell & Reed, INC.
September 2002 - October 2002 · 1 mo
Waddell & Reed, INC.Broker
August 2002 - October 2002 · 2 mos
Fidelity Brokerage Services LLCBroker
May 2001 - May 2002 · 1 yr
State Registrations4 states
MAMENHVT
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.