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Jeffrey Edward Roche

Investment adviser representative at John Hancock Investment Management LLC
15 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

15 years in the industry.

  1. John Hancock Investment Management LLCNov 2018 to now
  2. John Hancock Advisers, LLCNov 2018 to now
  3. John Hancock Funds, LLCJan 2018 to now
  4. John Hancock Distributors LLCAug 2016 to Dec 2017
  5. John HancockMar 2011 to Dec 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012
  • Series 66 · Uniform Combined State Law2017

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
4484009
Firm CRD
105790
Advisor's SEC record (opens in a new tab)
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