Advisor at John Hancock Investment Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
John Hancock Investment Management LLC
Location
Tempe, AZ 85288
Credentials
Series 66
Industry experience
< 1 year
1230 West Washington Street, Suite 508
Tempe, AZ 85288
Arizona · Massachusetts
John Hancock Investment Management Distributors
2025 - Present (1 year)
John Hancock
2025 - Present (1 year)
Unemployed
2025 - 2025 (1 year)
John Hancock
2024 - 2025 (1 year)
John Hancock
2023 - 2023 (1 year)
John Hancock
2022 - 2022 (1 year)
University of Massachusetts Amherst
2020 - 2024 (4 years)
Starbucks
2019 - 2022 (3 years)
Sharon High School
2018 - 2022 (4 years)
La Martiniere For Boys
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65, Series 66
Mesa, AZ
Larson Wealth Management, LLC
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
CFP®, Series 65
Gilbert, AZ
Kingdom Wealth Advisers
Series 65
Phoenix, AZ
Betts LLC
Series 66
Chandler, AZ
Vibrant Wealth
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")