JF
JF

Jeffrey Fernandes

15 Years of Experience
Boston, MA
Broker

Jeffrey Fernandes is a registered investment advisor, based in Boston, MA, with 15 years of industry experience.

Location

200 Berkeley Street, Boston, MA, 02116

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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

Jeffrey is a partner and managing member of Lorie-Lyn Photography, LLC, a photography business specializing in family portraits, since 2023. He spends minimal time providing consultation on business strategy, including marketing and finances.

Employment History
Current Registrations
John Hancock Distributors LLCBroker
October 2018 - Present · 7 yrs 7 mos
John Hancock Distributors LLC
October 2018 - Present · 7 yrs 7 mos
John Hancock Personal Financial Services, LLC
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Signator Investors, INC.Broker
July 2016 - November 2018 · 2 yrs 4 mos
Signator Investors, INC.
April 2015 - July 2016 · 1 yr 3 mos
Signator Investors, INC.Broker
April 2015 - July 2016 · 1 yr 3 mos
New York Life Investment Management LLC
December 2013 - April 2015 · 1 yr 4 mos
Nylife Distributors LLCBroker
July 2010 - April 2015 · 4 yrs 9 mos
State Registrations1 state
MA
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.
Jeffrey Fernandes - Financial Advisor | TrueAdvisor