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They include 35,247 individual clients and 342 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does John Hancock Personal Financial Services offer?","answer":"John Hancock Personal Financial Services provides financial planning, portfolio management for individuals and small businesses, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does John Hancock Personal Financial Services charge?","answer":"John Hancock Personal Financial Services charges 0.20%–0.50% a year for its Retirement Advice Service.","source":"JOHN HANCOCK PERSONALIZED RETIREMENT ADVICE, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does John Hancock Personal Financial Services use?","answer":"John Hancock Personal Financial Services’ separately managed account assets are held at John Hancock Trust Company LLC (Boston, MA), with $1.08B and Pershing Advisor Solutions LLC (Jersey City, NJ), with $787M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does John Hancock Personal Financial Services have?","answer":"John Hancock Personal Financial Services has 63 investment adviser representatives registered with state securities authorities, out of 149 employees, and 15 perform investment advisory functions. 72 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does John Hancock Personal Financial Services invest in?","answer":"At the end of its last fiscal year, John Hancock Personal Financial Services’ separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 10% pooled vehicles (private funds and similar) and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns John Hancock Personal Financial Services?","answer":"John Hancock Personal Financial Services is owned through a chain of holding companies by Manufacturers Life Insurance Company (Canada). Its direct owners are the Manufacturers Investment Corporation (75% or more), the Manufacturers Investment (75% or more) and Manulife Financial Corporation (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does John Hancock Personal Financial Services get paid?","answer":"John Hancock Personal Financial Services is paid through a percentage of assets under management, hourly charges and fixed fees. 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact John Hancock Personal Financial Services?","answer":"John Hancock Personal Financial Services’ main office is at 200 Berkeley Street, Boston, MA 02116. Its phone number is 617-572-0109.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}