MK
MK

Matthew Kocourek

17 Years of Experience
Boston, MA
Broker

Matthew Kocourek is a registered investment advisor at John Hancock Investment Management LLC, based in Boston, MA, with 17 years of industry experience. Matthew 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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Employment History
Current Registrations
John Hancock Investment Management LLC
December 2018 - Present · 7 yrs 5 mos
John Hancock Investment Management Distributors LLC
December 2018 - Present · 7 yrs 5 mos
John Hancock Investment Management Distributors LLCBroker
December 2018 - Present · 7 yrs 5 mos
Previous Registrations
Edward Jones
January 2017 - December 2018 · 1 yr 11 mos
Edward JonesBroker
July 2016 - December 2018 · 2 yrs 5 mos
Vanguard Marketing CorporationBroker
June 2008 - July 2016 · 8 yrs 1 mo
State Registrations13 states
AZCTIAILINKYMAMIMNNDOHSDWI
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.
Matthew Kocourek - Financial Advisor | TrueAdvisor