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JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
CRD 174433File 801-80927
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.20B
Top 25% of cohort (national)
Discretionary AUM
$2.20B
Clients
35,589
35,589 accounts
Employees
149
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 13, 2015
- Principal office
- 200 BERKELEY STREET, BOSTON, MA, 02116
- Phone
- 617-572-0109
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.20B
- Discretionary AUM
- $2.20B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 35,589
- Non-discretionary accounts
- 0
- Total accounts
- 35,589
- AUM per client
- $62K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 342 | $411.4M |
| Individuals (other than high net worth individuals) | 35,247 | $1.79B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D1
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.