JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
CRD #174433 SEC #801-80927 BOSTON, MA 617-572-0109
SEC Registered
Total AUM
$2B
Discretionary
$2B
Employees
163
Clients
0
Accounts
32,545
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $2B | $2B | $0 | 163 | 0 |
| May 2025 | $2B | $2B | $0 | 163 | 0 |
| Mar 2025 | $2B | $2B | $0 | 163 | 0 |
| Jan 2025 | $1.9B | $1.9B | $0 | 149 | 24 |
| Jan 2025 | $1.9B | $1.9B | $0 | 149 | 24 |
| Sep 2024 | $1.9B | $1.9B | $0 | 149 | 24 |
| Jun 2024 | $1.9B | $1.9B | $0 | 149 | 24 |
| Apr 2024 | $1.9B | $1.9B | $0 | 149 | 24 |
| Mar 2024 | $1.9B | $1.9B | $0 | 149 | 24 |
| Jan 2024 | $1.8B | $1.8B | $0 | 166 | 23 |
| May 2023 | $1.8B | $1.8B | $0 | 166 | 23 |
| May 2023 | $1.8B | $1.8B | $0 | 166 | 23 |
| Mar 2023 | $1.8B | $1.8B | $0 | 166 | 23 |
| Nov 2022 | $2.2B | $2.2B | $0 | 154 | 221 |
| Mar 2022 | $2.2B | $2.2B | $0 | 154 | 221 |
| Oct 2021 | $1.9B | $1.9B | $0 | 157 | 22 |
| Sep 2021 | $1.9B | $1.9B | $0 | 157 | 22 |
| May 2021 | $1.9B | $1.9B | $0 | 157 | 22 |
| Mar 2021 | $1.9B | $1.9B | $0 | 157 | 22 |
| Nov 2020 | $1.5B | $1.5B | $0 | 127 | 0 |
| Jul 2020 | $1.5B | $1.5B | $0 | 127 | 0 |
| Jun 2020 | $1.5B | $1.5B | $0 | 127 | 0 |
| Jun 2020 | $1.5B | $1.5B | $0 | 127 | 0 |
| Mar 2020 | $1.5B | $1.5B | $0 | 127 | 0 |
| Mar 2020 | $1.1B | $1.1B | $0 | 117 | 0 |
| Jan 2020 | $1.1B | $1.1B | $0 | 117 | 0 |
| Dec 2019 | $1.1B | $1.1B | $0 | 117 | 0 |
| Dec 2019 | $1.1B | $1.1B | $0 | 117 | 0 |
| Sep 2019 | $1.1B | $1.1B | $0 | 117 | 0 |
| Jul 2019 | $1.1B | $1.1B | $0 | 117 | 0 |
| Jun 2019 | $1.1B | $1.1B | $0 | 117 | 0 |
| Mar 2019 | $1.1B | $1.1B | $0 | 117 | 0 |
| Feb 2019 | $927.2M | $927.2M | $0 | 102 | 0 |
| Jan 2019 | $927.2M | $927.2M | $0 | 102 | 0 |
| Nov 2018 | $927.2M | $927.2M | $0 | 102 | 0 |
| Nov 2018 | $927.2M | $927.2M | $0 | 102 | 0 |
| Oct 2018 | $927.2M | $927.2M | $0 | 102 | 0 |
| Jul 2018 | $927.2M | $927.2M | $0 | 102 | 0 |
| Jul 2018 | $927.2M | $927.2M | $0 | 102 | 0 |
| Jun 2018 | $927.2M | $927.2M | $0 | 102 | 0 |
| Jun 2018 | $927.2M | $927.2M | $0 | 102 | 0 |
| May 2018 | $927.2M | $927.2M | $0 | 102 | 0 |
| Mar 2018 | $927.2M | $927.2M | $0 | 102 | 0 |
| Sep 2017 | $797.8M | $797.8M | $0 | 22 | 9,105 |
| Jul 2017 | $797.8M | $797.8M | $0 | 22 | 9,105 |
| Jul 2017 | $797.8M | $797.8M | $0 | 22 | 9,105 |
| Jun 2017 | $797.8M | $797.8M | $0 | 22 | 9,105 |
| May 2017 | $797.8M | $797.8M | $0 | 22 | 9,105 |
| Mar 2017 | $797.8M | $797.8M | $0 | 22 | 9,105 |
| Mar 2017 | $797.8M | $797.8M | $0 | 14 | 8,900 |
| Dec 2016 | $707.8M | $707.8M | $0 | 14 | 8,900 |
| Nov 2016 | $707.8M | $707.8M | $0 | 14 | 8,900 |
| Sep 2016 | $707.8M | $707.8M | $0 | 14 | 8,900 |
| Jul 2016 | $707.8M | $707.8M | $0 | 14 | 8,900 |
| Jul 2016 | $707.8M | $707.8M | $0 | 14 | 8,900 |
| Apr 2016 | $707.8M | $707.8M | $0 | 16 | 8,900 |
| Mar 2016 | $707.8M | $707.8M | $0 | 16 | 8,900 |
| Mar 2016 | $707.8M | $707.8M | $0 | 16 | 8,900 |
| Feb 2016 | $694.4M | $694.4M | $0 | 16 | 0 |
| Feb 2016 | $694.4M | $694.4M | $0 | 16 | 0 |
| Jan 2016 | $694.4M | $694.4M | $0 | 16 | 0 |
| Jan 2016 | $694.4M | $694.4M | $0 | 16 | 0 |
| Oct 2015 | $0 | $0 | $0 | 16 | 0 |
| Aug 2015 | $0 | $0 | $0 | 16 | 0 |
| Jul 2015 | $0 | $0 | $0 | 16 | 0 |
| Jun 2015 | $0 | $0 | $0 | 16 | 0 |
| Apr 2015 | $0 | $0 | $0 | 16 | 0 |
| Mar 2015 | $0 | $0 | $0 | 16 | 0 |
| Feb 2015 | $0 | $0 | $0 | 16 | 0 |
| Jan 2015 | $0 | $0 | $0 | 16 | 0 |
| Jan 2015 | $0 | $0 | $0 | 16 | 0 |
DateAug 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees163
Clients0
DateMay 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees163
Clients0
DateMar 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees163
Clients0
DateJan 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees149
Clients24
DateJan 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees149
Clients24
DateSep 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees149
Clients24
DateJun 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees149
Clients24
DateApr 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees149
Clients24
DateMar 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees149
Clients24
DateJan 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees166
Clients23
DateMay 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees166
Clients23
DateMay 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees166
Clients23
DateMar 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees166
Clients23
DateNov 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees154
Clients221
DateMar 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees154
Clients221
DateOct 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees157
Clients22
DateSep 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees157
Clients22
DateMay 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees157
Clients22
DateMar 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees157
Clients22
DateNov 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees127
Clients0
DateJul 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees127
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees127
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees127
Clients0
DateMar 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees127
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees117
Clients0
DateJan 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees117
Clients0
DateDec 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees117
Clients0
DateDec 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees117
Clients0
DateSep 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees117
Clients0
DateJul 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees117
Clients0
DateJun 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees117
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees117
Clients0
DateFeb 2019
Total AUM$927.2M
Discretionary$927.2M
Non-Disc.$0
Employees102
Clients0
DateJan 2019
Total AUM$927.2M
Discretionary$927.2M
Non-Disc.$0
Employees102
Clients0
DateNov 2018
Total AUM$927.2M
Discretionary$927.2M
Non-Disc.$0
Employees102
Clients0
DateNov 2018
Total AUM$927.2M
Discretionary$927.2M
Non-Disc.$0
Employees102
Clients0
DateOct 2018
Total AUM$927.2M
Discretionary$927.2M
Non-Disc.$0
Employees102
Clients0
DateJul 2018
Total AUM$927.2M
Discretionary$927.2M
Non-Disc.$0
Employees102
Clients0
DateJul 2018
Total AUM$927.2M
Discretionary$927.2M
Non-Disc.$0
Employees102
Clients0
DateJun 2018
Total AUM$927.2M
Discretionary$927.2M
Non-Disc.$0
Employees102
Clients0
DateJun 2018
Total AUM$927.2M
Discretionary$927.2M
Non-Disc.$0
Employees102
Clients0
DateMay 2018
Total AUM$927.2M
Discretionary$927.2M
Non-Disc.$0
Employees102
Clients0
DateMar 2018
Total AUM$927.2M
Discretionary$927.2M
Non-Disc.$0
Employees102
Clients0
DateSep 2017
Total AUM$797.8M
Discretionary$797.8M
Non-Disc.$0
Employees22
Clients9,105
DateJul 2017
Total AUM$797.8M
Discretionary$797.8M
Non-Disc.$0
Employees22
Clients9,105
DateJul 2017
Total AUM$797.8M
Discretionary$797.8M
Non-Disc.$0
Employees22
Clients9,105
DateJun 2017
Total AUM$797.8M
Discretionary$797.8M
Non-Disc.$0
Employees22
Clients9,105
DateMay 2017
Total AUM$797.8M
Discretionary$797.8M
Non-Disc.$0
Employees22
Clients9,105
DateMar 2017
Total AUM$797.8M
Discretionary$797.8M
Non-Disc.$0
Employees22
Clients9,105
DateMar 2017
Total AUM$797.8M
Discretionary$797.8M
Non-Disc.$0
Employees14
Clients8,900
DateDec 2016
Total AUM$707.8M
Discretionary$707.8M
Non-Disc.$0
Employees14
Clients8,900
DateNov 2016
Total AUM$707.8M
Discretionary$707.8M
Non-Disc.$0
Employees14
Clients8,900
DateSep 2016
Total AUM$707.8M
Discretionary$707.8M
Non-Disc.$0
Employees14
Clients8,900
DateJul 2016
Total AUM$707.8M
Discretionary$707.8M
Non-Disc.$0
Employees14
Clients8,900
DateJul 2016
Total AUM$707.8M
Discretionary$707.8M
Non-Disc.$0
Employees14
Clients8,900
DateApr 2016
Total AUM$707.8M
Discretionary$707.8M
Non-Disc.$0
Employees16
Clients8,900
DateMar 2016
Total AUM$707.8M
Discretionary$707.8M
Non-Disc.$0
Employees16
Clients8,900
DateMar 2016
Total AUM$707.8M
Discretionary$707.8M
Non-Disc.$0
Employees16
Clients8,900
DateFeb 2016
Total AUM$694.4M
Discretionary$694.4M
Non-Disc.$0
Employees16
Clients0
DateFeb 2016
Total AUM$694.4M
Discretionary$694.4M
Non-Disc.$0
Employees16
Clients0
DateJan 2016
Total AUM$694.4M
Discretionary$694.4M
Non-Disc.$0
Employees16
Clients0
DateJan 2016
Total AUM$694.4M
Discretionary$694.4M
Non-Disc.$0
Employees16
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0