Kurt Matthew Beardsley
Investment adviser representative at John Hancock Investment Management LLC
16 yearsExperience
1 stateRegistered in
$212.1BFirm assets
54 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- John Hancock Investment Management LLCJun 2022 to now
- John Hancock Investment Management Distributors LLCMay 2022 to now
- John HancockMar 2021 to now
- John Hancock Distributors LLCMar 2021 to May 2022
- Wells FargoSep 2020 to Mar 2021
- UnemployedFeb 2020 to Sep 2020
- Wells Fargo Funds Distributor, LLCJan 2010 to Jan 2020
- Wells Fargo Funds Management, LLCJan 2010 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (MA).
John Hancock Investment Management LLC
$212.1BAssets managed
126Clients
172Advisers
54 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
- 2788690
- Firm CRD
- 105790