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John Hancock Personal Financial Services, LLC

John Hancock Personal Financial Services, LLC. CRD 174433

J

CRD: 174433

John Hancock Personal Financial Services, LLC

Boston, MA, 02116
6175720109
www.johnhancock.com
$2.2B Total AUM
$2.2B Disc. AUM
0.3% 3Y CAGR
149 Employees
35,589 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Apex · Charles Schwab & Company · Fidelity/NFS · Goldman Sachs · John Hancock · Pershing
Clients
Retail
Platforms
ValuePioneer +more
Established Date
12-01-2014
Office Locations
39

Office Locations

1050 Crown Pointe Parkway Suite 1100 Atlanta GA
1100-1075 West Georgia Vancouver BC --
1282b Cornwall RD Oakville --

About John Hancock Personal Financial Services, LLC

John Hancock Personal Financial Services supports retail clients with advisor-guided financial planning focused on protecting families and preparing for retirement across market conditions. The firm pairs life insurance solutions with retirement planning resources, including the Longevity Preparedness Index developed with MIT AgeLab. Eligible policyholders can access the John Hancock Vitality program, which may include discounted tools like GRAIL’s Galleri test.

Team overview

39 AVG AGE
$146.5M AVG AUM / ADVISOR
$61.8K AVG AUM / CLIENT
4.8 yrs AVG TENURE
149 Employees
15 Advisory Reps
63 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Foundation ridge Pathway Radial Capital element Insight pathway Optima Legacy

Client Personas

Eagle beacon Vector Pathway harbor

CRM

Alpha Summit oak

Custodian

Vital Catalyst Matrix Crest focus Timber vector Oak radial Quantum eagle Optima focus Fusion Pioneer Meridian

Fund Managers

Pioneer

Investment Themes

Insight summit Prime wave Vector vertex Matrix Beacon Meridian wave Vital

Investment Vehicles

Radial Focus Capital focus

Platform

Signal Delta oak Value signal Bridge radial

Services

Insight Summit Ridge delta Zenith insight Meridian prime North momentum Capital Matrix Vector timber Alpha

Technology

Delta Horizon Signal Pathway pathway Matrix Matrix vertex

Owner & Executives

WILLIAM Adam AUGER

WILLIAM Adam AUGER

Chief Financial Officer, DIRECTOR

CRD
--
Ownership
Less than 5%
(317) 940-4141
delta.foundation@atlascapital.com
in linkedin.com/in/capital-ridge
D

DOUGLAS J COMER MR

DIRECTOR, President

CRD
#4887129
Ownership
Less than 5%
(855) 886-5603
wave.oak@pioneercapital.com
in linkedin.com/in/horizon-delta
R

Ridge meridian

Glacier optima

CRD
#32195
Ownership
46.2%
(250) 912-7830
timber.timber@atlascapital.com
in linkedin.com/in/prime-north

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Contacts

D

DOUGLAS EUGENE ALLEN

Regional Vice President

CRD
#3121230
(212) 221-7317
north.ember@meridiancapital.com
in linkedin.com/in/frontier-catalyst
G

Giacomo Francesco Armiento

--

CRD
#7830021
(934) 817-6145
atlas.peak@primecapital.com
in linkedin.com/in/crest-glacier
O

Oak oak

Pathway matrix

CRD
#91710
(531) 292-4589
pathway.focus@peakcapital.com
in linkedin.com/in/quantum-vital

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-03-2022
05-25-2023
09-25-2024
08-01-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $2,198,064,234 $61,762
Non-Discretionary $0 --
Total $2,198,064,234 $61,762

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Separately Managed Accounts

Total SMA Asset: $2,198,064,234

$2.2B Total SMA
Public Funds:
40.5%
Private Funds:
33.3%
Cash:
26.2%
Asset class Assets Assets %
Public Funds $2,231,099,404 40.5%
Private Funds $1,834,459,510 33.3%
Cash $1,443,328,503 26.2%
Total $5,508,887,417 100.0%

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