Jason Lynn Boyd
Investment adviser representative at John Hancock Personal Financial Services, LLC
10 yearsExperience
2 statesRegistered in
$2.2BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- John Hancock Personal Financial Services, LLCOct 2025 to now
- John Hancock Distributors LLCOct 2025 to now
- John HancockSep 2025 to now
- UnemployedFeb 2025 to Sep 2025
- Icma-rcJan 2017 to Feb 2025
- JPMorgan Securities LLCJun 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (CO, MA).
John Hancock Personal Financial Services, LLC
$2.2BAssets managed
35,589Clients
64Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2765382
- Firm CRD
- 174433