JC
JC

Jonathan Colan

9 Years of Experience
Boston, MA
Broker

Jonathan Colan is a registered investment advisor at John Hancock Investment Management LLC, based in Boston, MA, with 9 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 a short-term rental property in Scottsdale, Arizona, which he rents out while traveling. A property manager handles the rentals and listings, requiring minimal time from Jonathan.

Employment History
Current Registrations
John Hancock Investment Management LLC
December 2021 - Present · 4 yrs 5 mos
John Hancock Investment Management Distributors LLC
December 2021 - Present · 4 yrs 5 mos
John Hancock Investment Management Distributors LLCBroker
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2016 - November 2021 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2016 - November 2021 · 5 yrs 3 mos
State Registrations2 states
AZMA
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.