Clients
John Hancock Investment Management serves 126 clients. The average client has about $1.68 billion with the firm.
- Investment companies126 clients100%
- Other0%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 126 | $212,051,649,626 | 100.0% | $1.68B |
| Other | Not reported | $350,625 | 0.0% | — |
| Total | 126 | $212,052,000,251 | 100% | $1.68B |
- Clients
- 126
- Regulatory AUM
- $212,051,649,626
- Share
- 100.0%
- Avg. per client
- $1.68B
- Clients
- Not reported
- Regulatory AUM
- $350,625
- Share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 126
- Regulatory AUM
- $212,052,000,251
- Share
- 100%
- Avg. per client
- $1.68B
What it does
John Hancock Investment Management provides portfolio management for individuals and small businesses and portfolio management for investment companies. It is paid through a percentage of assets.
John Hancock Investment Management advises no private funds.
100.0% of assets ($212.05B across 126 accounts) are managed with discretion. 0% of clients are outside the U.S., and 4 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks97%
- Cash3%
Custodians
John Hancock Investment Management does not have custody of client assets.
- All other custodians$212.05B100%
Ownership and leadership
John Hancock Subsidiaries LLC owns 75% or more of John Hancock Investment Management, and Kristie Feinberg is its CEO.
- Owns 75% or more of John Hancock Investment Management LLC
John Hancock Subsidiaries LLC
Control person · since March 1992
- Owns 75% or more of John Hancock Subsidiaries LLC
John Hancock Life Insurance Company (u.s.a.)
Control person · since December 2009
- Owns 75% or more of John Hancock Life Insurance Company (u.s.a.)
The Manufacturers Investment Corporation
Control person · since January 2002
- Owns 75% or more of The Manufacturers Investment Corporation
John Hancock Financial Corporation
Control person · since December 2009
- Owns 75% or more of John Hancock Financial Corporation
Manulife Holdings (alberta) Limited
Control person · since December 2009
- Owns 75% or more of Manulife Holdings (alberta) Limited
The Manufacturers Life Insurance Company (canada)
Control person · since December 2003
- Owns 75% or more of The Manufacturers Life Insurance Company (canada)
Manulife Financial Corporation
Control person · since September 1999
Leadership
- Kristie FeinbergDirector, President and Chief Executive Officer
- Effie GeorgountzosChief Financial Officer
- Trevor SwanbergChief Compliance Officer
- Philip FontanaDirector
- Andrew McFetridgeDirector
- Betsy SeelChief Legal Counsel
Staff
- 357 employees
- 28 in advisory functions
- 168 state-registered reps
- 183 broker-dealer reps
Fees
John Hancock Investment Management is paid through a percentage of assets under management.
John Hancock Investment Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, John Hancock Investment Management has 0 offices, with 1 listed address in 1 state.
Massachusetts · 1 listed address
- 200 Berkeley ST., BostonHQ
Registration details
- Legal name
- John Hancock Investment Management LLC
- Headquarters
- 200 Berkeley ST., Boston, MA 02116-5022
- Phone
- 617-663-3000
- Website
- www.johnhancock.com
- SEC file
- 801-8124
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does John Hancock Investment Management have?
John Hancock Investment Management has 126 clients and manages $212.1 billion for them, as of March 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does John Hancock Investment Management offer?
John Hancock Investment Management provides portfolio management for individuals and small businesses and portfolio management for investment companies.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does John Hancock Investment Management have?
John Hancock Investment Management has 168 investment adviser representatives registered with state securities authorities, out of 357 employees, and 28 perform investment advisory functions. 183 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does John Hancock Investment Management invest in?
At the end of its last fiscal year, John Hancock Investment Management’s separately managed accounts held 97% exchange-traded equities and 3% cash and equivalents. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns John Hancock Investment Management?
John Hancock Investment Management is owned through a chain of holding companies by Manulife Financial Corporation. Its direct owner is John Hancock Subsidiaries LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does John Hancock Investment Management get paid?
John Hancock Investment Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file