Heather Lynn Meyers
Investment adviser representative at John Hancock Personal Financial Services, LLC
26 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
26 years in the industry.
- John Hancock Personal Financial Services, LLCFeb 2020 to now
- John HancockJan 2020 to now
- John Hancock Distributors LLCJan 2020 to now
- L.M. Kohn & CompanyDec 2018 to Jan 2020
- Business Planning Concepts, Inc.Feb 2017 to May 2019
- UnemployedJan 2017 to Feb 2017
- L.M. Kohn & CompanyJan 2003 to Dec 2016
- Retirement Plan Services CompanyJun 2000 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 4622110
- Firm CRD
- 174433