JL
JL

Jonathan Lawrance

15 Years of Experience
Boston, MA
Broker

Jonathan Lawrance is a registered investment advisor at John Hancock Investment Management LLC, based in Boston, MA, with 15 years of industry experience. Jonathan 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
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

Jonathan owns and manages a rental property, performing occasional repairs and collecting rent. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
John Hancock Investment Management LLC
November 2018 - Present · 7 yrs 10 mos
John Hancock Investment Management Distributors LLCBroker
July 2015 - Present · 11 yrs 2 mos
John Hancock Investment Management Distributors LLC
July 2015 - Present · 11 yrs 2 mos
Previous Registrations
Manulife Asset Management (US) LLC
August 2015 - November 2018 · 3 yrs 3 mos
Wts Proprietary Trading Group LLCBroker
September 2011 - April 2013 · 1 yr 7 mos
E.s.schwartz and Company, INC
May 2010 - June 2015 · 5 yrs 1 mo
State Registrations14 states
CTDCDEMAMDMENHNJNYPARIVAVTWV
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.
Jonathan Lawrance - Financial Advisor | TrueAdvisor