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Geoffrey Williams

17 Years of Experience
Boston, MA
1 DisclosureBroker

Geoffrey Williams is a registered investment advisor at John Hancock Investment Management LLC, based in Boston, MA, with 17 years of industry experience. Geoffrey 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 (1)
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Judgment / Lien
December 2024
Other Business Activities

Geoffrey is a chef/cook for FJB Ventures LLC, a pop-up food service, and a marketing strategist for Waste Ops LLC, a dumpster rental service. He dedicates minimal time to each of these ventures.

Employment History
Current Registrations
John Hancock Distributors LLC
November 2024 - Present · 1 yr 8 mos
John Hancock Investment Management LLC
November 2024 - Present · 1 yr 8 mos
John Hancock Distributors LLCBroker
November 2024 - Present · 1 yr 8 mos
John Hancock Investment Management Distributors LLC
November 2024 - Present · 1 yr 8 mos
John Hancock Investment Management Distributors LLCBroker
November 2024 - Present · 1 yr 8 mos
Previous Registrations
John Hancock Investment Management LLC
November 2018 - July 2024 · 5 yrs 8 mos
John Hancock Distributors LLCBroker
February 2018 - July 2024 · 6 yrs 5 mos
Manulife Asset Management (US) LLC
June 2017 - November 2018 · 1 yr 5 mos
John Hancock Investment Management Distributors LLCBroker
September 2016 - July 2024 · 7 yrs 10 mos
Voya Investment Management CO. LLC
August 2015 - September 2016 · 1 yr 1 mo
Voya Investments Distributor, LLCBroker
July 2015 - September 2016 · 1 yr 2 mos
Voya Investment Management CO. LLC
January 2014 - June 2015 · 1 yr 5 mos
Voya Investments Distributor, LLCBroker
November 2012 - June 2015 · 2 yrs 7 mos
Charles Schwab & CO., INC.Broker
June 2008 - November 2012 · 4 yrs 5 mos
State Registrations52 states
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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.