JD
JD

Jonathan Davis

11 Years of Experience
Boston, MA
Broker

Jonathan Davis is a registered investment advisor at John Hancock Investment Management LLC, based in Boston, MA, with 11 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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Employment History
Current Registrations
John Hancock Investment Management LLC
November 2018 - Present · 7 yrs 6 mos
John Hancock Investment Management Distributors LLCBroker
May 2015 - Present · 11 yrs
Previous Registrations
Manulife Asset Management (US) LLC
December 2017 - November 2018 · 11 mos
John Hancock Personal Financial Services, LLC
October 2016 - December 2017 · 1 yr 2 mos
Metlife Securities INC.
January 2015 - May 2015 · 4 mos
Metlife Securities INC.Broker
January 2015 - May 2015 · 4 mos
New England Securities Corporation
October 2014 - January 2015 · 3 mos
New England SecuritiesBroker
August 2014 - January 2015 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.