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John Corcoran

Chief Financial Officer at Massachusetts Financial Services

Broker registration; no current adviser registration

John Corcoran is Chief Financial Officer of Massachusetts Financial Services Company, a Boston investment adviser managing $514B. John Corcoran has a current broker registration and no current investment-adviser registration and has passed the Series 27, SIE and Series 99TO.

3
Licensing exams

From the IAPD record · data retrieved 18 October 2026 · page updated 20 October 2026SEC record

Career

John Corcoran has been Chief Financial Officer of Massachusetts Financial Services since January 2025. John Corcoran is a control person of the firm and directly owns under 5% of it.

Massachusetts Financial Services Company is a Boston, MA firm with $514B under management, 355 clients and 327 advisers in one office, as of its March 2026 filing.

MFS identifies John Corcoran as an executive vice president and CFO. The firm says he was named CFO in January 2025 and previously served as president of the MFS Funds and treasurer of the MFS Meridian Funds.

No adviser firm registrations are on John Corcoran’s record.

Credentials and registrations

Examinations

SIE2 January 2023
Name
Securities Industry Essentials Examination
Series 99TO2 January 2023
Name
Operations Professional Examination
Series 2731 December 2014
Name
Financial and Operations Principal Examination

Individual record

Full name
John Malcolm Corcoran
CRD
6404103
Firm bio
mfs.com

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does John Corcoran work?

John Corcoran has been Chief Financial Officer of Massachusetts Financial Services Company since January 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

Does John Corcoran have a current investment-adviser registration?

John Corcoran has a current broker registration and no current investment-adviser registration.

Source: IAPD individual record, checked 18 October 2026

What exams has John Corcoran passed?

John Corcoran has passed 3 licensing exams: the Series 27, SIE and Series 99TO. The earliest, the Series 27, was passed in December 2014.

Source: IAPD individual record, checked 18 October 2026

Leadership at Massachusetts Financial Services

Sources

  1. IAPD individual record, CRD 6404103. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Massachusetts Financial Services Company, filed 31 March 2026. Title, control and ownership bands.
  3. Massachusetts Financial Services team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

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