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JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

BOSTON, MA · CRD 174433 · IAPD ↗ · johnhancock.com · 617-572-0109

$2.20BRegulatory AUM
15Advisory reps
149Employees
0Clients
0Planning clients
0Private funds
53States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC added office(s): 4 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
74
April 2026 — JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC grew from 11 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC added office(s): 0 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
April 2025 — JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC grew from 8 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
February 2025 — JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC changed its website from jhmyportfolio.com to johnhancock.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2024 — JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.