PV
PV

Patrick Verdon

13 Years of Experience
East Grand Rapids, MI
Broker

Patrick Verdon is a registered investment advisor at John Hancock Investment Management LLC, based in East Grand Rapids, MI, with 13 years of industry experience. Patrick 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

East Grand Rapids, MI

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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
November 2018 - Present · 7 yrs 10 mos
John Hancock Investment Management Distributors LLC
July 2018 - Present · 8 yrs 2 mos
John Hancock Investment Management Distributors LLCBroker
July 2018 - Present · 8 yrs 2 mos
Previous Registrations
Manulife Asset Management (US) LLC
October 2018 - November 2018 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2013 - July 2018 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2013 - July 2018 · 4 yrs 11 mos
Ameriprise Financial Services, INC.
October 2012 - July 2013 · 9 mos
Ameriprise Financial Services, INC.Broker
September 2012 - July 2013 · 10 mos
State Registrations12 states
AZCOINKSMAMINDNENMSDTXWY
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.