Fran Jackson
Fran Jackson is a registered investment advisor at John Hancock Personal Financial Services, LLC, based in Boston, MA, with 16 years of industry experience. Fran operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 32,545 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 0.50% |
| $50K - $100K | 0.40% |
| $100K - $250K | 0.30% |
| $250K+ | 0.20% |
For certain plans, the advisory fee shall be waived for the first ninety (90) days following enrollment in the Service.
Fee Estimator
Location
200 Berkeley Street, Boston, MA, 02116
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Fran is a realtor with eXp Realty since March 2023, assisting buyers and sellers in property transactions. However, Fran is not currently active in this role and dedicates minimal time to it.
Employment History
Current Registrations
John Hancock Personal Financial Services, LLC
John Hancock Distributors LLC
John Hancock Distributors LLCBroker
Previous Registrations
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Advised Assets Group, LLC
Gwfs Equities, INC.Broker
VALIC Financial Advisors, INC.Broker
MML Investors Services, LLCBroker
Aig Capital Services, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations5 states
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.